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 as the Director of Financial Services for a large CPA® firm with offices in Norman, OKC, and Tulsa before opening his practice in Norman in 2012.
Shayne has always focused on providing needs-based financial planning and investment management. He has developed client relationships throughout the United States based on mutual trust and specialized client service. He is an attentive listener and he has a genuine desire to help his clients achieve success.
Shayne is an active member of his community and his profession. He is involved with the following organizations:
- Financial Planning Association
- Financial Services Institute
- Norman Sooner Rotary Club
- Norman Chamber of Commerce
- Leadership Norman Class of 2013
Shayne volunteers his time to serve as the Executive Pastor of Operations and Finance at New Life Bible Church in Norman.