Oklahoma City, OK Office

Jordan Flinton is a financial advisor with Mariner Wealth Advisors, holding a Series 65 designation and one year of industry experience. His prior work includes roles at Hilti and OSSAA. Mariner serves a diverse range of clients including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal investment team and integrates tax and accounting services uncommon among firms of its size.

Darrell Habben Jr. is a CFP® with 21 years of industry experience, currently serving as an advisor at Mariner since 2021. His prior roles include positions at Miller Private Wealth LLC and Third Seven Capital LLC. He is also a member of Black Tulip Group, LLC, a holding company involved in non-control equity, fixed income, and real estate investments. Mariner serves a diverse client base including individuals, trusts, pension plans, and charitable organizations, offering investment management, financial planning, tax services, and family office support. The firm utilizes discretionary, customized portfolios combining in-house research with third-party managers and provides integrated tax and administrative services uncommon among large advisory enterprises.

Timothy Sweeney is a financial advisor at Mariner with 15 years of industry experience and holds a Series 66 designation. He previously worked at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, David Houston, and Charles Schwab. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized, discretionary portfolios supported by internal research and third-party managers, with notable integration of tax and accounting services uncommon among firms of its size.

John Dumas is a CFP® and holds a Series 65 license, with six years of industry experience. He has been with Mariner since 2019 and previously worked at Oklahoma State Bank, Hogan Taylor, and Goddard Health Center. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds with services spanning investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal investment committee and combines in-house research with third-party managers and a range of strategies including alternatives and digital assets.

Jeffrey Ou Baty is a financial advisor with Mariner based in Oklahoma City, OK, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Exencial Wealth Advisors, United Planners' Financial Services, and multiple divisions of Eide Bailly, where he worked for over a decade. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm offers a range of services that combine in-house research with third-party managers, alongside integrated tax and accounting capabilities uncommon at this enterprise scale.