PlanGroup Financial is an established RIA in Oklahoma City having provided excellent 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

Doug Claycomb

Owner | CEO | Senior Wealth Manager

Cody Wheeler

Cody Wheeler

Director of Operations | Wealth Manager

Brandon VanLandingham

Brandon VanLandingham

Director of Investments | CFA | CMT

Dallas Wheeler

Dallas Wheeler

Wealth Manager

Matthew Schultz

Matthew Schultz

Wealth Manager

James Billingsley

James Billingsley

Wealth Manager

Cody Wilson

Cody Wilson

Wealth Manager

Paul An

Paul An

Wealth Manager

Josh Swanson

Josh Swanson

Wealth Manager

Michael White

Michael White

Wealth Manager

Ethan Adams

Ethan Adams

Investment Management and Research

Lindsay Bowen

Lindsay Bowen

Client Relations Manager

Brittney Neal

Brittney Neal

Client Relations Manager

Amber Rooks

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. 

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Oklahoma City Office:

6 NE 63rd Street, Suite #240 
Oklahoma City, OK 73105

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 CheckSIPCFINRA.