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Estate Planners in US

Oklahoma Estate Planners Directory

Trustoria includes a professional profile for nearly every Estate Planner in Oklahoma.

Find more Estate Planners and other Financial brokers near in Oklahoma by specifying the city where you need their services.

The Trustoria Professional Directory helps everyone find the best person for their next project.

25 results found

Steve Romano Edmond, OK

Professions & Specialties

Estate Planner • Financial Consultant • Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Certified Estate Planner® at Romano Wealth Management
Location:
Edmond, Oklahoma
Industry:
Financial Services
Work history:
Romano Wealth Management - Edmond, OklahomaCertified Estate Planner®since Jun 2006Redstone Investments Financial AdvisorMar 2006 - Jun 2007
Full Profile

Timothy Ogiela Oklahoma City, OK

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Mechanic • Financial Manager • Technician • Technical Specialist • Technical Support Specialists

Experience & Education

Position:
Sheet Metal Mechanic at United States Air Force, Estate Planner at Family Estate Planning,...
Title:
Estate Planner at Family Estate Planning
Location:
Oklahoma City, Oklahoma Area
Industry:
Legal Services
Work history:
United States Air Force - Oklahoma City, Oklahoma AreaSheet Metal Mechanicsince Sep 2011Family Estate Planning - Oklahoma City, Oklahoma AreaEstate Plannersince Sep 2009
Skills:
Aircraft, Aviation, Microsoft Office, Military, Security Clearance, Aerospace, Customer Service,...
Full Profile

Camille Quinn Tulsa, OK

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
Investment Broker, Estate Planner at Camille Quinn Investments
Location:
Tulsa, Oklahoma Area
Industry:
Financial Services
Full Profile

Kathy Lee Oklahoma City, OK

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Organization Management • Financial Manager • Operations Manager

Experience & Education

Position:
Estate Planner at The Baptist Foundation of Oklahoma
Location:
Oklahoma City, Oklahoma Area
Industry:
Nonprofit Organization Management
Work history:
The Baptist Foundation of Oklahoma Estate Planner
Full Profile

Mandy Foster Tulsa, OK

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Drivers • Caregiver • Nursing Assistant • Planner • Financial Manager • Analysts • Data Scientist

Experience & Education

Work

Company:
Emt - Prairie Grove, AR
Medical transportation driver
Company:
Foster farms
Caregiver/estate planner
Full Profile

Suzanne Durazo Oklahoma City, OK

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager • Manager • Operations Manager • Clerical Specialist • Managers • Computer Specialist

Experience & Education

Work

Company:
Small business owner and estate planner
Company:
Grant administrator
Full Profile

Anthony Van Eck Oklahoma City, OK

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Manager • Operations Manager • Drivers • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Marketing Manager • Business Unit Manager • Business Administration Specialist • Financial Manager • Claim Adjuster • Claims Counsel • Legal Counsel • Insurance Professional • Underwriter • Security • Business Administrator • Juris Doctor • Computer Specialist • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:
Insurance Counsel at American Farmers and Ranchers Mutual Insurance Company
Location:
Oklahoma City, Oklahoma Area
Industry:
Insurance
Work history:
American Farmers and Ranchers Mutual Insurance Company - Oklahoma City, Oklahoma AreaInsurance Counselsince Sep 2011American Farmers and Ranchers Mutual Insurance Company Idaho, Texas & Subrogation ManagerMay 2005 - Sep 2011
Skills:
Alternative Dispute Resolution, Litigation, Insurance, Casualty, Claims Management, Claims...
Certifications:
Certified Subrogation Recovery Professional, National Association of Subrogation Professionals
Full Profile

Larry Parman Oklahoma City, OK

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Secretary • Chairperson • Partner • Chief Executive Officer • Chief Executive • Corporate Executive • Maestro • Music Artist • Musicians • Governor • Government Administration Officer • Civil Servant • Chief Judge • Judge • Financial Manager • Analysts

Experience & Education

Position:
Secretary of State at State of Oklahoma, President at Parman & Easterday, LLP, Partner at Notch ...
Title:
Secretary of State at State of Oklahoma
Location:
Oklahoma City, Oklahoma Area
Industry:
Public Policy
Work history:
State of Oklahoma - Oklahoma City, OklahomaSecretary of Statesince Mar 2013Parman & Easterday, LLP Presidentsince Jan 1984
Estate Planner Legal Network
Full Profile

Thom Irwin Tulsa, OK

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Owner • Chairperson • Chief Executive • Associate Attorney • Founding Member • Financial Manager • Associate Professor • Lecturer • Postsecondary Teacher

Experience & Education

Position:
Owner at Irwin Law Firm, P.C.
Title:
Estate Planning Attorney, Business Planning Attorney, Owner and President of Irwin Law Firm, P.C.
Location:
Tulsa, Oklahoma Area
Industry:
Law Practice
Work history:
Irwin Law Firm, P.C. Ownersince Sep 2004The Smiling Law Firm Lead Estate and Business Planning Attorney2003 - 2004
Skills:
Probate, Estate Planning, Charitable Trusts, Succession Planning, Business Planning, Living Trusts, ...
Full Profile

Dawn Hallman Oklahoma City, OK

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Law Specialist • Lawyers • Financial Manager • Bachelor of Business Administration • Spokesperson • Representative

Experience & Education

Position:
Owner at Hallman & Associates, P.C.
Title:
Owner, Hallman & Associates, P.C.
Location:
Oklahoma City, Oklahoma Area
Industry:
Law Practice
Work history:
Hallman & Associates, P.C. Ownersince 2000
Skills:
Engaging Public Speaker, Estate Planning, Business Planning, Asset Protection, Estate...
Estate Planner Legal Network
Full Profile

Karen Cps Tulsa, OK

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Legal Aide • Notary • Signing Agent • Paralegal • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Executive Office Professional • Clerical Specialist • Information Technology Director • Financial Director • Operations Manager • Financial Officer • Financial Manager • Real Estate Attorneys • Real Estate Attorney • Law Specialist • Receptionist • Front Desk Clerk • Entrepreneur • Supporting Member • Front Office Receptionist • Managers • Team Member • IT Manager • Employee Relations Manager • Employee Placement Specialist • Recruitment • Employee Relations Specialist • Labor Relations Specialist • Nurse • Nurse Practitioner

Experience & Education

Position:
Owner at The KanDo Organization LLC
Location:
Tulsa, Oklahoma Area
Industry:
Consumer Services
Work history:
The KanDo Organization LLC Ownersince Apr 2003Boyd, Nichols & Curthoys Legal Assistant1999 - 2003
Skills:
Editing, proofing, rewriting, copy writing, press release and press kit preparation, document and...
Full Profile

Shawnnessy Black Oklahoma City, OK

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Managing Partner • Chief Executive • Partner • Law Specialist • Lawyers • Financial Manager • Office Clerk • Clerical Specialist

Experience & Education

Position:
Attorney and Managing Partner at Law Office
Title:
Owner, Law Office
Location:
Oklahoma City, Oklahoma Area
Industry:
Law Practice
Work history:
Law Office Attorney and Managing Partnersince Sep 2006Fowler Productions Inc. SalesMay 2002 - Oct 2003
Skills:
Litigation, Civil Litigation, Legal Research, Editing, Appeals, Strategy, Commercial Litigation,...
Estate Planner Legal Network
Full Profile

Ryan Duffy Oklahoma City, OK

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Supporting Member • Team Member • Law Specialist • Associate Attorney • Lawyers • Apprentice • Bachelor of Science • Property Manager • Real Estate Manager • Chief Executive • Financial Manager • Student Worker

Experience & Education

Position:
Associate at Andrews Davis, P.C.
Location:
Oklahoma City, Oklahoma Area
Industry:
Law Practice
Work history:
Andrews Davis, P.C. Associatesince Apr 2010John B. Davis, PLLC Associate AttorneyMay 2004 - Mar 2010
Skills:
Probate, Estate Planning, Real Estate, Tax, Securities, Tax Law, Entity Formation, Trusts, Business ...
Full Profile

Gale Allison Tulsa, OK

Professions & Specialties

Law Specialist • Lawyers • Founder • Founding Member • Chief Executive • School Principal • School Administrator • Educational Manager

Experience & Education

Position:
Founder / Principal Attorney at Allison Firm, PLLC
Title:
Attorney at the Allison Firm
Location:
Tulsa, Oklahoma Area
Industry:
Law Practice
Work history:
Allison Firm, PLLC - Tulsa, Oklahoma AreaFounder / Principal Attorneysince Oct 1996
Estate Planner Legal Network
Full Profile

John Gillespie Oklahoma City, OK

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Business Development Manager • Chairperson • Owner • Operations Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Financial Manager • Air Transportation Worker • Spokesperson • Representative • Sales Agent • Sales Representative • Lyricist • Poet • Author

Experience & Education

Position:
Owner at Access Financial Group, Inc., President and Business Development Officer at Access Capital ...
Title:
President and Business Development Officer at Access Capital Management, LLC
Location:
Oklahoma City, Oklahoma Area
Industry:
Financial Services
Work history:
Access Financial Group, Inc. OwnerAccess Capital Management, LLC President and Business Development Officersince Jun 2010
Certified Estate Planner
Full Profile

David Guten Tulsa, OK

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Partner • Chief Executive • Financial Manager • Juris Doctor • Bachelor of Science • Property Manager • Real Estate Manager

Experience & Education

Position:
Attoney at Gorospe & Smith, PLLC, JAG at United States Air Force
Title:
Gorospe & Smith, PLLC
Location:
Tulsa, Oklahoma Area
Industry:
Law Practice
Work history:
Gorospe & Smith, PLLC Attoneysince Jul 2013United States Air Force JAGsince Oct 2005
Skills:
Litigation, Family Law, Civil Litigation, Criminal Law, Legal Research, Commercial Litigation,...
Full Profile

Andrew Schroeder Oklahoma City, OK

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Apprentice • Business Administrator • Property Manager • Real Estate Manager • Student Worker • Financial Manager • Operations Manager

Experience & Education

Position:
Attorney at Resolution Legal Group f/k/a Palmer Wantland
Title:
Attorney at Palmer Wantland
Location:
Oklahoma City, Oklahoma Area
Industry:
Law Practice
Work history:
Resolution Legal Group f/k/a Palmer Wantland Attorneysince Aug 2010DeBee Gilchrist, PC AttorneyApr 2007 - Aug 2010
Skills:
Mergers & Acquisitions, Civil Litigation, Real Estate, Real Estate Transactions, Corporate Law, ...
Full Profile

Shawnnessy Jiwa Oklahoma City, OK

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Law Specialist • Lawyers • Financial Manager

Experience & Education

Position:
Owner at Law Office
Title:
Owner, Law Office
Location:
Oklahoma City, Oklahoma Area
Industry:
Law Practice
Work history:
Law Office OwnerGolden Treasures OwnerFeb 1997 - May 2005
Estate Planner Legal Network
Full Profile

Elizabeth Ferrari Tulsa, OK

Professions & Specialties

Lawyers • Law Specialist • Managing Member • Manager • Operations Manager • Financial Manager

Experience & Education

Position:
Lawyer / Managing Member at Ferrari Law Firm, PLC
Title:
Lawyer / Managing Member at Ferrari Law Firm
Location:
Tulsa, Oklahoma Area
Industry:
Law Practice
Work history:
Ferrari Law Firm, PLC Lawyer / Managing Membersince Apr 2008Lathrop & Gage LLP LawyerAug 1991 - Aug 2005
Estate Planner Legal Network
Full Profile

Jerry Shiles Oklahoma City, OK

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Judge • Advocate • Jurist • Legal Counsel • Juris Doctor • Bachelor of Science • Financial Manager

Experience & Education

Position:
Managing Attorney, Elder Law and Estate Planning Attorney at Parman & Easterday, Attorney at...
Title:
Managing Attorney at Parman & Easterday
Location:
Oklahoma City, Oklahoma Area
Industry:
Law Practice
Work history:
Parman & Easterday Managing Attorney, Elder Law and Estate Planning Attorneysince Aug 2004American Academy of Estate Planning Attorneys Attorneysince 1993
Languages:
German
Full Profile

Daryl Lidia Oklahoma City, OK

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Business Administrator • Property Manager • Real Estate Manager • Financial Manager • Operations Manager

Experience & Education

Position:
Attorney at Lidia Law Firm
Title:
Attorney, Lidia Law Firm
Location:
Oklahoma City, Oklahoma Area
Industry:
Law Practice
Work history:
Lidia Law Firm Attorneysince Jan 2004DeBee Gilchrist & Lidia Attorney1992 - 2004
Skills:
Estate Planning, Trusts, Estate Administration, Wills, Powers of Attorney, Business Formation,...
Full Profile

Shad Hollis Yukon, OK

Professions & Specialties

Team Leader • Chief Operating Officer • Operations Manager • Project Managers • General and Operations Manager • Director of Operations • Training and Development • Leader • Planner • Project Manager • Business Consultant • Managers • Advisor • Sales Person • Sales Representative • Marketing Consultant • Market Analyst • Market Research Analyst

Experience & Education

Work

Company:
Jewelry in candles - Louisville, KY
Chief operating officer
Company:
Nulou web solutions - Louisville, KY
Business consultant/sales/marketing consultant

Skills

Management, marketing, project management, operations, training, research, leadership, sales,...
Full Profile

Lee Hilliard North Miami, OK

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Pastoral Worker • Representative • Clergy • Marketing Professional • Advertising Sales Agent • Counselor • Supporting Member • Managers • Advisor • Team Member • Operations Manager • HR Manager • Financial Manager

Experience & Education

Work

Company:
Legacy hospice of the west
Chaplain/marketer
Company:
Lincoln college of technology - Indianapolis, IN
Area admissions representative
Full Profile

Kendall Parrish Oklahoma City, OK

Professions & Specialties

Puchasing and Estimating Manager • Chairperson • Chief Executive • Law Specialist • Lawyers • Financial Manager

Experience & Education

Position:
President at Law Offices of Kendall Parrish, P.C.
Title:
Law Offices of Kendall Parrish, P.C.
Location:
Oklahoma City, Oklahoma Area
Industry:
Law Practice
Work history:
Law Offices of Kendall Parrish, P.C. President
Estate Planner Legal Network
Full Profile

Cfp Skurkey Oklahoma City, OK

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • MS in Forensic Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
CFP,MSFS,ChFC,AEP at Summit Wealth Solutions
Location:
Oklahoma City, Oklahoma Area
Industry:
Financial Services
Work history:
Summit Wealth Solutions CFP,MSFS,ChFC,AEP
Skills:
Qualified Plans, Business Transition
Accredited Estate Planner
Full Profile