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
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...
Jarred Elwell, JD, CRPC(R)
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...
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...
Vice President of Client Experience
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...
Julie Dahlgren, Executive Assistant, is a vital member of the Partners in Planning team. Originally from Canada, she grew up in Thomas, OK and earned her Bachelor of Science in Dietetics from College of the Ozarks in Missouri, and her...