Keaton Divelbiss, CFP®

Keaton earned his degree in Financial Economics, Magna Cum Laude from Oklahoma Wesleyan University, competing on the golf team and named "Top Finance Student 2018" and winner of the 2017 Investment Club Portfolio.  He currently holds his license in life & health insurance and supports our advisor team with coordinating insurance business. He also holds his Series 7 registration held with LPL Financial. He earned his CERTIFIED FINANCIAL PLANNER™ designation in July 2022, joining a prestigious minority of CFP® professionals under the age of 30. Keaton's focus is on helping our advisor team with portfolio analysis and investment research. Keaton has been married to Cassie since 2019 who currently holds her CPA designation. He enjoys golfing, running, reading and spending as much time outside as he can. Keaton and Cassie welcomed their first child, a son, in July 2023.