PlanGroup Financial is an established RIA in Oklahoma City having provided dedicated service to our clients for decades. We set the precedent to have a personable relationship with all our clients comprised of business owners, families, and everything in between. At PlanGroup Financial, we align our clients’ needs directly with our actions. Instead of charging hidden fees for lackluster services, we benefit only when our clients benefit. Our team is committed to providing our clients with the best service imaginable whether it is today or generations to come.
Meet Our Team
Doug Claycomb
Owner | CEO | Senior Wealth Manager
Cody Wheeler
Director of Operations | Wealth Manager
Brandon VanLandingham
Director of Investments | CFA | CMT
Dallas Wheeler
Wealth Manager
Matthew Schultz
Wealth Manager
James Billingsley
Wealth Manager
Cody Wilson
Wealth Manager
Paul An
Wealth Manager
Josh Swanson
Wealth Manager
Michael White
Wealth Manager
Ethan Adams
Investment Management and Research
Lindsay Bowen
Client Relations Manager
Brittney Neal
Client Relations Manager
Amber Rooks
Client Relations Associate
READY TO TAKE THE NEXT STEP?
For more information about any of the products and services we provide, schedule a meeting today or if you have any questions. Please fill out the contact form.
Oklahoma City Office:
101 NE 82nd St, Suite 200
Oklahoma City, OK 73114
405-848-1099
info@plangroup.com
DISCLAIMERS: This material is for informational purposes only and is not intended to be used as the sole basis of an investment decision or as legal, accounting, or tax advice. This material is not an offer or solicitation of an offer to sell or buy any security. Information obtained from third-party sources is considered reliable, but we do not guarantee that the information herein is accurate or complete. The material presented reflects information known to the authors at the time this communication was written and is subject to change without notice. FINRA Broker Check, SIPC, FINRA.