About

Beyond a
Methodology.

A belief system.

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Traditional providers of financial services are focused on proprietary products, canned investment models and mass-marketed sales programs. Driven by the lure of commissions, their loyalties are tested daily. When combined with the pressure of generating quarterly profits for their firms, can conflicted advisors truly provide uncompromised service?

Team photograph

We approach our business with an entirely different belief system, focusing on your unique needs while meeting and exceeding your high expectations. You have unlimited ideas and limited time to act on them. We'll help you make those dreams a reality by providing truly independent advice and customized solutions informed by our understanding of your whole life’s picture.

Markets are fluid, and the expected peaks and valleys make communication all the more important. We’ll always be available to act on changing conditions as that’s part of maintaining a truly close relationship.

"We work with clients to increase their net worth, but our real passion is helping families find purpose for that wealth. We look through the numbers and try to see people on the other side of the balance sheet and make a life connection with them. Our firm and clients are interested in utilizing money beyond self in creating wealth that makes a lasting impact. We have often counseled families making money decisions during emotional times such as selling the family business, retirement, births, deaths and divorces, helping them process the emotion so they can make smart choices."
McCrary (Mac) Lowe

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James Redman CFA

Co-Founder, Principal

    • James has over 20 years of experience in business strategy, markets, valuation, portfolio management and advanced estate planning—each a critical component to serving our clients
    • BS, Banking, University of Arkansas
    • Member, Association for Investment Management and Research
    • Board of Directors, Student Mobilization
    • Board of Directors, Bless the Children Ministries

McCrary (Mac) LoweCFA

Co-Founder, Principal

    • Mac helps successful families evaluate and balance the competing interests of investing, family, philanthropy and taxation
    • Partners with our clients to execute the complex strategies and projects that invariably arise in their financial lives
    • BS, Financial Management, University of Arkansas
    • Asst. Scoutmaster, Boy Scout Troop 26
    • Board of Directors, Tulsa 26 Scouts Inc.
    • Board of Directors, Mingo Valley Christian School

Casey BeemanCFP

Financial Planning Specialist

    • Casey's role is to look around the corner and down the road to offer working solutions that benefit a client's goals
    • Previously served as a financial representative for a regional bank
    • BS, Marketing with a minor in Finance, Oklahoma State University

Andrew S. BoydCFA

Portfolio Manager

    • Andrew enjoys branching out from his daily money manager role to help clients with business valuations and other personal financial needs
    • Previously advised clients for a discount brokerage firm and gained portfolio management experience through a student-run fund while in college
    • BS, Financial Management with a minor in Accounting, University of Arkansas

Steve Gogolakis

Business Consultant & Special Projects

    • Steve's background in accounting provides a unique perspective on evaluating small businesses, problem solving and tax planning
    • Previous employment includes serving as senior accountant and/or controller for an oil and gas production company, vocational-technical school, and home decor manufacturer
    • BS, Business Administration with a major in Accounting, Oral Roberts University

Lynell Shadid

Operations Manager

    • Lynell manages internal accounting, bookkeeping and tax organization for small business clients and families
    • Previously oversaw financial operations for a subsidiary of a publicly traded energy services company

Kelsey Newman

Client Service Specialist

    • Investment Advisor Representative
    • Previous experience is rooted in account management and customer service
    • BA, Journalism, University of Oklahoma