The Council Oak Tree, located in Tulsa, is the site the Creek Nation Indians chose as their council ground where elders held gatherings, tribal ceremonies and feasts. In choosing a name for our firm, we decided on the Council Oak for its historic Tulsa connection and for what the Council Oak Tree represents – strength, shelter, rigidity, longevity and a place where you can meet with your “Wealth Council.”
James E. Diacon, CFP®, ChFC®
Jim is a co-founder and managing member of Council Oak Wealth Advisors. He brings over 30 years of experience in caring for clients and managing their wealth. In addition to his role as relationship manager, Jim oversees the firm’s compliance and operational matters.
Jim holds the CERTIFIED FINANCIAL PLANNERTM (CFP®) and Chartered Financial Consultant®(ChFC®) professional accreditations. A native Tulsan, Jim is a graduate of Oklahoma State University with a B.S. in Business Administration. He recently served as chairman of the Meals on Wheels of Metro Tulsa Endowment Committee. He and his wife, Mary, have two children, Abby and Sam, and are active in their church and multiple local charities.
Nathan J. Lovelle, CFA®
Director – Portfolio Management
Nate is a co-founder of Council Oak Wealth Advisors. He has been in the advisory industry for over 20 years. Nate serves as the Director – Portfolio Management at Council Oak Wealth Advisors. He manages discretionary portfolios for his own clients and assists other advisors with modeling, risk analysis, data, and portfolio construction.
Nate grew up in Southeast Kansas. He attended Stanford University, where he was a member of the wrestling team, and graduated from the University of Tulsa with a B.S.B.A., majoring in finance. He has earned the right to use the Chartered Financial Analyst®designation from the CFA Institute.
Nate and his wife, Kim, make their home in Broken Arrow. They have two sons, Josh and Caleb, and two grandsons, Jess and Gabriel. Nate has served as the President of the Board of Governors at the Summit Club in Tulsa, and is a member of the University of Tulsa Collins College of Business Executive Advisory Board.
Stephanie S. Martin, CFP®
Associate Wealth Advisor
Stephanie provides financial planning and serves as the director of client services at Council Oak Wealth Advisors. In addition, she oversees the firm’s marketing and social media efforts. She has worked in the financial services industry for nearly 20 years.
A Georgia native, Stephanie graduated from the Georgia Institute of Technology with a B.S. in business management. She has a Master’s degree in family financial planning from Oklahoma State University, and she holds the CERTIFIED FINANCIAL PLANNERTM (CFP®) accreditation.
She and her husband, Jack, have called Oklahoma home since 2007.
Wealth Advisor Associate
Erica is generally the first point of contact at Council Oak Wealth Advisors. With her background in human resources, she helps to ensure we provide the best client experience possible by addressing all of the operational and administrative needs of our clients.
Gary L. Yeck
Gary has over 40 years of experience in the financial services industry. He joined Council Oak Wealth Advisors in October 2018 and serves as a Wealth Advisor overseeing his clients’ portfolios. Over Gary’s illustrious career at large brokerage firms, he has served both as a branch manager and Vice President of Wealth Management.
Gary attended Edison High School and the University of Tulsa, where he graduated with a Bachelor of Arts. He also attended law school at the University of Tulsa prior to entering the brokerage business.
Gary’s wife, Joan, is also a graduate of the University of Tulsa. As such, they are active in TU’s alumni community. Gary previously served on the Tulsa Chapter of the University’s Alumni Board, and you can catch them at nearly every TU home athletic event. They are the proud parents of their daughter, Audrey, who resides in Chicago.