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Rebecca M

Series 63, Series 65

Oklahoma City, OK

Voya financial Advisors, Inc.

Rebecca Mcgee is a financial advisor with Voya Financial Advisors, Inc. who holds Series 63 and Series 65 licenses and has 19 years of industry experience. She has been with Voya since 2014 and is currently involved with Scissortail Advisory Group LLC, where she provides advisory services as an owner. Additionally, she works as an independent insurance agent focused on fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors. The firm provides a broad range of advisory services through multiple program structures, primarily offering non-discretionary recommendations across financial planning, portfolio management, and plan-sponsor consulting.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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Lisa D

Series 66

Oklahoma City, OK

Voya financial Advisors, Inc.

Lisa Dawson is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Merrill, Bank of America, and BOK Financial Securities. Outside of her financial advisory work, she manages small businesses in pet treat retail, window tinting, and horse breeding. Voya Financial Advisors, Inc. serves a diverse client base including individual investors, retirement plan sponsors, charitable organizations, and corporations. The firm provides a variety of advisory services such as financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, emphasizing non-discretionary recommendations.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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Kelly A

ChFC®, Series 63, Series 65, Series 66

Oklahoma City, OK

Voya financial Advisors, Inc.

Kelly Atkinson is a financial advisor with Voya Financial Advisors, Inc. and holds the ChFC® designation along with Series 63, 65, and 66 licenses. She has 17 years of industry experience, including prior roles at Edward Jones and Arvest Bank. Voya Financial Advisors, Inc. serves a diverse clientele ranging from individual investors to institutional clients such as retirement plan sponsors and charitable organizations. The firm provides a variety of services including financial planning, portfolio management, and plan-sponsor consulting, primarily delivering advice through non-discretionary, recommendation-based programs.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Wealth management General retirement planning Founder/Business Owner
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