Broker Check

United Planners Financial Services - Norman, OK

3311 W. Rock Creek Rd., Ste. 110

Norman, OK 73072

TEL. 405-310-2269

Team

We believe in teamwork and go above and beyond for our clients. Learn more about each team member’s background, strengths and why our clients choose to do business with us.

 

Shayne Lester, CFP® began his career in financial services in 1997. He was an advisor and manager with two large financial services firms before he became a CERTIFIED FINANCIAL PLANNER ™ practitioner in 2005. Then he served...

Read more

Brooke Cooper, Executive Assistant, is a vital member of the Partners in Planning team. She grew up in the Moore/Norman community. Before joining Partners in Planning, Brooke spent 7 years with the Teleflora company. Brooke worked in...

Read more

Sherri Davis

Client Service Manager/Registered Assistant

405-254-5066

(405) 254-5077

Sherri Davis is Registered Assistant in the Oklahoma City office. She has passed securities industry exams and is qualified to service accounts and place trades on behalf of Shayne Lester. Sherri has over 14 years of experience in...

Read more