Scissortail Wealth Management, LLC

Lisa Allem is a financial advisor at Scissortail Wealth Management, LLC in Tulsa, Oklahoma. She holds a Series 65 designation and has been with Scissortail Wealth Management since 2022. Prior to her advisory role, she worked in various positions at Pipeline Equipment, Inc., American Heritage Bank, and My Fit Foods. Scissortail Wealth Management provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm manages approximately $568 million in client assets using customized investment plans and a broad range of instruments.

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 Jr. is a financial advisor with Scissortail Wealth Management, LLC in Tulsa, OK, holding a Series 66 designation and 27 years of industry experience. He previously worked at UBS Financial Services Inc. and Level Four Financial, LLC. Outside of advisory work, he serves on the board of directors for AIM High Academy, a faith-based urban youth outreach organization focused on gymnastics. Scissortail Wealth Management offers portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm manages approximately $568 million in client assets using customized investment plans across a range of risk profiles and asset classes.

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 in Tulsa, OK, holding a Series 66 designation with 10 years of industry experience. He previously worked at UBS and Level Four Financial. Outside of advising, he has a passive ownership interest in a commercial real estate management and investment firm. Scissortail Wealth Management provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm manages approximately $568 million in assets and implements customized investment plans across a range of risk profiles using diverse financial instruments.

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, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Nordam Group and Oklahoma State University. Scissortail Wealth Management provides discretionary and non-discretionary portfolio management, financial planning, and consulting to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm manages approximately $568 million in client assets using customized investment plans across a range of risk profiles and asset classes.