Meet Our Team

James E. Diacon, CFP®, ChFC®

Managing Member
Wealth Advisor
918-984-9104
jdiacon@counciloakwealth.com

Nathan J. Lovelle, CFA®

Director – Portfolio Management
Wealth Advisor
918-984-9102
nlovelle@counciloakwealth.com

Gary L. Yeck

Wealth Advisor
918-984-9117
gyeck@counciloakwealth.com

Daniel D. Beutel

Wealth Advisor
918-984-9105
dbeutel@counciloakwealth.com

Stephanie S. Martin, CFP®

Associate Wealth Advisor
918-984-9101
smartin@counciloakwealth.com

ERICA RANSBOTTOM

Wealth Advisor Associate
918-984-9116
eransbottom@counciloakwealth.com