We navigate the complexity of managing your wealth.

A Legacy of Stewardship and Excellence.

Founded with vision and driven by innovation, PlanGroup's roots trace back to 1968.

Today, our headquarters in Oklahoma City symbolizes our unwavering commitment to excellence and professionalism, providing you with an integrated approach to wealth management.

1968

It all began with the founding of Onstott and Associates, laying the foundation for a legacy of financial stewardship.

1996

Financial planning and investment management were introduced at the firm.

2006

Doug Claycomb joined the Onstott firm.

2012

PlanGroup evolved to be a multi-family office.

2016

Doug Claycomb and Charles Onstott rebranded the firm to PlanGroup Financial Inc.

2017

Doug became the sole owner, further shaping its identity and focus.

2024

The establishment of new headquarters in Oklahoma City marked a bold new chapter, reinforcing PlanGroup’s dedication to filling the gap for complex wealth management

Continually evolving to meet the growing complexities of wealth management.

We have your back

Each member of our experienced team is handpicked for their unwavering dedication.

At PlanGroup, we do not merely assemble professionals. We craft a cohesive force, driven by the pursuit of excellence in wealth management.

LEADERSHIP TEAM

Doug Claycomb, AIF, CFM

CEO & Owner 

Cody Wheeler 

Vice President, Advisor Services & Wealth Manager 

Matthew R. Schultz, RICP®, AIF 

Vice President, Client Relations & Wealth Manager

Brandon VanLandingham, CFA, CFP, CMT 

Director of Investment Management & Strategy 

Dallas Wheeler 

Wealth Manager 

Michael White 

Wealth Manager & Insurance Advisor

Jeff Eynetich

Wealth Manager 

Brittney Neal 

Senior Client Relations Manager 

Lindsay Bowen, FPQP

Client Relations Manager

Spencer Aufenthie 

Investment Analyst & Research Manager

Boston Harris 

Investment Analyst - Associate Advisor

Luke Stein 

Client Relations Associate - Associate Advisor

Harrison Newmark

Operations Associate - Associate Advisor

Gene Beerbohm, LUTCF 

Agent

Andrea Sponenburgh 

Client Service Manager 

Kelly Anderson 

Client Service Manager 

Nathan Jones

Intern

Our team consists of over 30 MEMBERS That Provide Resources in:
Asset management, Tax, Legal, and Compliance.

Including the designations of AIF, CFA, CFP, CFM, CPA, EA, JD, RICP.

Seek to Secure your family’s legacy

We have your back

Our Values

At PlanGroup, our values form the foundation of everything we do, guiding how we serve our clients and shape their financial futures:

Understanding

We approach every relationship with deep empathy, taking the time to understand your unique story and financial aspirations.

Integrity

Honesty and transparency are at the heart of our operations, fostering trust and accountability in every interaction.

Partnership

We work as true partners, honoring your goals and challenges as if they were our own.

Drive

Our relentless pursuit of excellence pushes us to stay ahead, delivering innovative and high-level results.

Generosity

We believe in giving—whether it’s time, knowledge, or resources—to create a supportive and nurturing environment for our clients.

Stewardship

As careful stewards of your wealth, our goal is to safeguard and enhance your legacy for generations to come.

Your wealth has evolved, your advisory team should too.