Broker Check

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®

Chief Executive Officer

405-310-2269

slester@unitedplanners.com

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...

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Brooke Cooper

Executive Assistant

405-310-2269

866-213-7740

bcooper@unitedplanners.com

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...

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Jarred Elwell, JD, CRPC(R)

Vice President

405-310-2269

866-213-7740

jelwell@unitedplanners.com

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...

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Sherri Davis

Client Service Manager/Registered Assistant

405-254-5066

405-254-5077

sdavis@unitedplanners.com

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...

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Kristin Collins

Vice President of Client Experience

405-310-2269

kcollins@unitedplanners.com

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...

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