Scissortail Wealth Management, LLC

Lisa Allem is a financial advisor at Scissortail Wealth Management, LLC with Series 65 credentials and over seven years of experience. Her prior work includes roles at Pipeline Equipment, Inc., American Heritage Bank, My Fit Foods, and Jill Croka Designs. Scissortail Wealth Management is a team-based registered investment adviser serving individuals, including high net worth clients, as well as corporations, trusts, estates, and charitable organizations. The firm manages approximately $587.5 million and offers portfolio management, financial planning, and consulting services using model portfolios and a variety of investment strategies.

Summer Caudle is a financial advisor at Scissortail Wealth Management, LLC in Tulsa, OK, holding a Series 66 designation with 18 years of industry experience. She previously worked at UBS Financial Services Inc from 2009 to 2018 and has been with Scissortail Wealth Management and Level Four Financial, LLC since 2018. Scissortail Wealth Management is a team-based registered investment adviser serving individuals, corporations, trusts, estates, and charitable organizations. The firm manages approximately $587.5 million across discretionary and non-discretionary accounts, offering portfolio management, financial planning, and consulting services guided by firm-developed model portfolios and ongoing reviews.

Richard Howard is a financial advisor with Scissortail Wealth Management, LLC in Tulsa, OK, holding a Series 66 designation and bringing 26 years of industry experience. He previously worked at UBS Financial Services Inc. and Level Four Financial, LLC. Outside of advising, he serves on the board of directors for AIM High Academy, a faith-based urban youth outreach gymnastics program. Scissortail Wealth Management is a team-based registered investment adviser serving individuals, corporations, trusts, estates, and charitable organizations. The firm manages approximately $587.5 million across discretionary and non-discretionary accounts and offers portfolio management, financial planning, and consulting services using a range of investment strategies and firm-developed model portfolios.

Kevin Criss is a financial advisor with Scissortail Wealth Management, LLC in Tulsa, OK. He holds a Series 65 designation and has four years of industry experience. Prior to his current role, he worked for R J Reynolds/Reynolds American for 36 years. Scissortail Wealth Management is a team-based registered investment adviser serving individuals, including high net worth clients, as well as corporations, trusts, estates, and charitable organizations. The firm manages approximately $587.5 million across discretionary and non-discretionary accounts and offers portfolio management, financial planning, and consulting services guided by firm-developed model portfolios.

Todd Welsh is a financial advisor with Scissortail Wealth Management, LLC in Tulsa, OK, holding the CFP® designation and Series 66 license. He has 26 years of industry experience, including nine years at UBS Financial Services and eight years with Scissortail Wealth Management and Level Four Financial. Outside of his advisory work, Welsh serves on the board of directors for Street School, a local educational organization. Scissortail Wealth Management is a team-based registered investment adviser serving individuals, corporations, trusts, estates, and charitable organizations. The firm manages approximately $587.5 million across discretionary and non-discretionary accounts and offers portfolio management, financial planning, and consulting services guided by customized financial profiles and investment plans.

Scott Allen is a financial advisor at Scissortail Wealth Management, LLC, with nine years of industry experience. He holds a Series 66 designation and has previously worked at UBS from 2016 to 2019. Outside of his advisory role, he is a passive owner of a commercial real estate management and investment firm, Venture Properties D/B/A HW Allen Company. Scissortail Wealth Management is a team-based registered investment adviser serving individuals, corporations, trusts, estates, and charitable organizations. The firm manages approximately $587.5 million across discretionary and non-discretionary accounts and provides portfolio management, financial planning, and consulting services using firm-developed model portfolios and a range of investment strategies.

Brian Talkington is a financial advisor at Scissortail Wealth Management, LLC in Tulsa, OK, holding a Series 65 credential with three years of industry experience. His prior work includes roles at The First National Bank & Trust of Broken Arrow and NBC Oklahoma. Scissortail Wealth Management is a team-based registered investment adviser serving individuals, including high net worth clients, as well as corporations, trusts, estates, and charitable organizations. The firm manages approximately $587.5 million across discretionary and non-discretionary accounts and offers portfolio management, financial planning, and consulting services.

Christopher Bogie is a financial advisor at Scissortail Wealth Management, LLC in Tulsa, OK. He holds a Series 65 designation and began his advisory career in 2024. Prior to joining Scissortail, he worked at Nordam Group and has experience outside of finance in roles at Oklahoma State University, Southern Hills Country Club, and Baker Pools. Scissortail Wealth Management is a team-based registered investment adviser serving individuals, including high net worth clients, as well as corporations, trusts, estates, and charitable organizations. The firm manages approximately $587.5 million across discretionary and non-discretionary accounts and offers portfolio management, financial planning, and consulting services guided by firm-developed model portfolios and ongoing reviews.