The Oak City Group at Morgan Stanley

Tip has been a Financial Advisor for over 35 years. Throughout his career, he has focused on wealth preservation and inter-generational wealth transfer. Working now with some 3rd and 4th generation family members, Tip finds it especially rewarding to help his clients feel confident in creating a long-lasting legacy for future generations. Navigating numerous market, political, and economic shifts over his 35+ year career, he brings valuable experience and wisdom to the team’s portfolio management process. He and his wife, Christy, are active supporters of Oklahoma City K-Life as well as the Oklahoma Alzheimer’s Foundation. As a father of three boys and a grandfather, Tip enjoys golfing, hunting, and fishing with the family.

Zack joined the industry in 2005 after graduating from the University of Tulsa with a B.S.B.A. in Finance, Economics, and Marketing. As a Portfolio Manager (PM) and one of “Forbes Best-In-State Wealth Advisors (2023)”, Zack focuses on working with high net worth families to craft tax-efficient, goals-based investment portfolios. A former collegiate athlete, he spends most of his free time coaching his kids’ sports teams and volunteering with the local high school football team. Zack and his wife, Sarah, have four children and enjoy spending their time at Grand Lake.

Drew is a Financial Advisor and Corporate Retirement Director (CRD). As a CERTIFIED FINANCIAL PLANNER™, Certified Exit Planning Advisor (CEPA), and Certified Plan Fiduciary Advisor (CPFA^®), he finds it especially rewarding to offer advice and guidance to local business owners. A Dallas native, Drew joined the industry shortly after graduating with a Bachelor’s degree in Entrepreneurship and Venture Management from the University of Oklahoma. He brings experience as co-founder of a small technology startup and has been recognized by Oklahoma’s “NextGen Under 30”. Drew actively participates in Leadership Oklahoma as a member of LOYAL Class XI, is a member of the Downtown Club of Oklahoma City, and serves on the board for Big Brothers Big Sisters OKC. Drew enjoys golf, soccer, and is an avid fan of the Dallas Cowboys.

Kurt grew up in Enid, Oklahoma and is a graduate of Oklahoma State University with degrees in finance and marketing and a minor in accounting. Kurt is a registered financial advisor that has been in the industry since 2009 and holds both the CERTIFIED FINANCIAL PLANNER™ and CEPA designations. Kurt genuinely enjoys partnering with families, individuals and organizations who desire to organize, build and protect their wealth. His team uses a goals-based approach of focusing on what’s most important to families. Kurt is the past President and board member of the Enid Kiwanis Club, has been recognized as the Top Ten under 40 for Enid and supports various charities and schools across the state and country.

Michelle is the team’s administrator and works as a key problem-solver for the team. Leveraging the experience she’s gained over her 20+ year career, Michelle is the point person that anticipates and proactively assists with client needs; from account inquiries, to cash management, to assisting clients as they navigate important milestones and life events. Michelle helps align the firm’s vast resources and specialists with the needs of individual clients and their families. In her free time, she loves spending time with her two children and relaxing by the pool.

Since joining the industry in 2013, Nancy has been responsible for enhancing the frequency and quality of client contact and for financial planning. With a emphasis on day-to-day administration and caring service, she enjoys making peoples’ lives easier. Nancy earned a Bachelor’s degree in Sociology from Oklahoma State University. Previously, she and her husband, Derek Lehman, DPT, lived and served in Honduras at Orphanage Emmanuel. They have two daughters. Nancy enjoys karaoke, road-trips, and volunteering at Britton Christian Church – as an Elementary Sunday School teacher, youth mentor and children’s choir choreographer.