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Kevin B

CFP®, Series 63

Oklahoma City, OK

Edelman Financial Engines

Kevin Brown is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. His prior roles include positions at Align Wealth Management, Avantis Investors, and American Century Investment Services. He is also a minority investor in AllTrans Terminal Investors, a company associated with transportation services. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios and fiduciary services tailored to a broad range of client needs.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Darlene E

Series 63, Series 65

Oklahoma City, OK

Edelman Financial Engines

Darlene Eisel is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She worked at Align Wealth Management for 21 years before joining Edelman Financial Engines in 2023. She is based in Oklahoma City, OK. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Dennis P

CFP®, Series 63, Series 66

Oklahoma City, OK

Edelman Financial Engines

Dennis Packard is a CFP®-certified financial advisor with 23 years of industry experience. He currently works at Edelman Financial Engines and has previously been affiliated with Align Wealth Management, LLC and TD Ameritrade, Inc. Packard operates out of Oklahoma City, OK. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, providing both discretionary and non-discretionary management options with an emphasis on diversified portfolios and long-term investing.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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