FPA of Central Oklahoma

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About FPA of Oklahoma 

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Who We Are

The Financial Planning Association of Central Oklahoma is a prestigious community of financial planners in the Oklahoma City metropolitan area. Our mission is to support the financial planning process through a community of professionals that focus on continued education, professional growth, and mentoring of our members.

FINANCIAL PLANNERS

CFP certificants and other professionals who have made a commitment to the financial planning process. All members are encouraged to pursue and attain the CFP certification.

ALLIED PROFESSIONALS

Includes accountants, attorneys, bankers, charitable giving specialists, insurance agents, investment consultants and others who advance the financial planning process in their work with clients.

CORPORATE MEMBERSHIPS

Consists of firms who have products and services that are appropriate for financial planners as well as financial planning broker-dealers who have access to other Corporate members as well as to FPA’s individual members.

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DIAMOND PARTNER

Tim Brickman

Sales Executive – South Central

(972) 963-3300

[email protected]

GOLD PARTNER

Spenser Sydow

Vice President, Relationship Director & Investment Specialist

(816) 340-8031

[email protected]

EVENT PARTNERS

Sherri Maxwell

Office Manager

(405) 606-42927

[email protected]

Doug Head

Regional Director | Global Client Group

(512) 306-2321

[email protected]

James Jace

Vice President of Structured Investments & Target Outcome ETFs

(405) 323-3632

[email protected]