Skip to main content
Burnett Advisors Wealth Management
menu
  • Home
  • Our Team
  • Services
  • Resources
    • Quickreads
    • Financial Calculators
    • Useful Links
    • Our Latest Guides
    • Events
  • Contact
  • Oklahoma cityscape at dawn

Our Team

Kevin Burnett

Founder, Co-Owner, CEO

James Billingsley

Founder, Co-Owner, Investment Department Team Leader

Melissa Kelley

Marketing Manager & Wealth Management Assistant

Ryan Bayster

Tax & Accounting Services Team Leader - Arizona Office

Alex Burnett

Chief Operating Officer & Chief Technical Officer

Rachel Oden

Client & Admin Services Team Leader

Ashley Cote

Client Experience Specialist

Kaysia Bayster

Client Experience Specialist - Arizona Office

Doug Claycomb

Owner & CEO of PlanGroup Financial

Cody Wheeler

Director of Operations, Wealth Manager

Lindsay Bowen

Client Service Manager

Brandon VanLandingham CFA, CMT

Director of Investments

How can we help? Get in touch today.

Let's get started

Oklahoma Office

13907 Quail Pointe Drive
Oklahoma City, OK  73134

(Office) 405-757-2583

Arizona Office

               7373 E Doubletree Ranch Rd               Suite B165
Scottsdale, AZ  85258

(Office) 480-598-1700

Connect

   

Quick Links

Our Team
Services
Contact

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

 

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

 

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

 

Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through PlanGroup Financial, Inc., a Registered Investment Advisor. Private Client Services, PlanGroup Financial, Inc., and Burnett Advisors Wealth Management are unaffiliated entities. Private Client Services does not accept orders and/or instructions regarding your account by e-mail, voicemail, fax or any alternate method. Transactional details do not supersede normal trade confirmations or statements. E-mail sent through the Internet is not secure or confidential. Private Client Services reserves the right to monitor all e-mail. Any information provided in this e-mail has been prepared from sources believed to be reliable but is not guaranteed by Private Client Services and is not a complete summary or statement of all available data necessary for making an investment decision. Any information provided is for informational purposes only and does not constitute a recommendation. This e-mail is intended only for the person or entity to which it is addressed and may contain confidential and/or privileged material. Any review, retransmission, dissemination, or other use of, or taking of any action in reliance upon, this information by persons or entities other than the intended recipient is prohibited. If you received this message in error, please contact the sender immediately and delete the material from your computer.

© 2024 Burnett Advisors Wealth Management All rights reserved.