Plan Group Financial has over 100 years of combined financial experience helping business owners and individual in Oklahoma City as well as all over the country. They are very specialized in how they work with clients; the client hires them to find the investments that fit that client the best, not to sell them products. This is opposed to most of the industry where the advisor represents a company and helps the client buy only what the company has to offer.

They handle a variety of needs, from helping individuals roll money out of a retirement plans to in-depth strategies for large business owners. They also help people review current accounts to find better ways to manage their money.

Doug Claycomb
Originally from a small town outside of Pittsburg, PA. He moved to Oklahoma in 1999 to attend business school at Oklahoma City University. He got his start in the industry at Merrill Lynch in 2003 and transition over to Plan Group Financial in 2006. Doug has his Series 7, Series 66, and had earned the designation as a CFM. Married to his wonderful wife Kristen, they just had their first son Drew and reside in a historical area in downtown OKC.
Charles O. Onstott, Jr.
Charles started as an IRS Special Agent then went into private practice. He spent most of his early career on tax services and then moved to investment management, where he opened his own IRA and created what is now known as Plan Group Financial. He has his CFP and Masters in Financial Planning. Charles has effectively help thousand of clients with their financial needs and has been a mentor to many throughout his career.
Brittany Kessler
Brittany Kessler has been part of the Plan Group Financial investment team for over 9 years. She studied Human Resource Management at The University of Central Oklahoma and proceeded to work as the Internal Account Manager at Plan Group Financial. She is responsible for delivering excellent service to clients and establishing long term relationships with them, along with, implementing, converting, and administrating client accounts. She currently holds her Chartered Retirement Benefit Plan Specialist designation, and is currently Studying for her Series 65. Brittany resides in Edmond with her husband, Chad, and son Brogan.
Ethan Adams
Ethan Adams graduated from The University of Central Oklahoma with a degree in Finance. He joined Plan Group Financial in 2014 and is in charge of Investment Management & Research. Ethan's dedicated to monitoring investment activity, and providing the team with a resource for information and insight, allowing them to focus on building and developing relationships with prospective and existing clients. He is currently a Registered Investment Advisor Representative and is studying for is CFA level 1 exam. In Ethan's spare time he enjoys watching and playing sports.
Dallas Wheeler
Dallas is originally from Altus, Oklahoma. He graduated from the University of Central Oklahoma with a degree in Finance and Criminal Justice. After graduating, he’s spent time working in banking and investment businesses for around 9 years. In his free time, he likes to ride motorcycles, travel, scuba dive and watch OU sports. Dallas married his wife, Deanna Wheeler, in 2012 and has a step daughter named Katelyn.
James Billingsley
James has served as an Investment Advisor Representative (IAR) for 34 years. In that role, he offers guidance to individuals and small businesses about making the most appropriate use of investments and insurance products to achieve their financial goals. He particularly enjoys helping community-based banks provide a broader scope of services to the loyal customers who trust them deeply. James also enjoys helping people more clearly define their goals for retirement and then developing plans to make those goals a reality.
Brandon VanLandingham
Brandon is Founder/Chief Investment Officer of Valerian Associates is a member of Plan Group’s investment committee. He is the portfolio manager for Plan Group’s quantitative investment strategies.
Alexis Ulm
Alexis joined Plan Group Financial in October 2017. As Administrative Office Coordinator, Alexis oversees incoming/outgoing phone calls, client appointment scheduling, client communications, and paperwork. Alexis is the first point of contact, making sure our clients experience in our office is an amazing one! She currently attends Oklahoma City Community College studying General Studies. She plans to graduate Spring 2018. In her free time she enjoys, working on art, and baking.