Team
Shayne Lester, CFP®
Chief Executive Officer, PIP / Financial Advisor, RJFS
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.
Jarred Elwell, JD, CRPC(R)
Executive Vice President, PIP / Financial Advisor, RJFS
866-213-7740
Jarred began his professional career working for a wealth management firm in Oklahoma City after graduating from the University of Oklahoma School of Law in 2014. He then worked for a general practice law firm before opening his own...
Will Spain
Vice President, PIP / Financial Advisor, RJFS
866-213-7740
Will is a long-time resident of Norman. He moved here in his early teens when his father became the pastor of First Christian Church, Norman. Will has been friends with Jarred Elwell since childhood. Will spent 12 years at the...
Sherri Davis
Vice President, PIP / Financial Advisor, RJFS
405-254-5077
Sherri Davis is an Advisor 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...
Kristin Collins
Client Service Associate
Kristin joined the team at Partners in Planning following a 23-year career as a non-profit executive as well as several years in real estate. She obtained her BBA in Marketing from the University of Oklahoma. While there she held...