Valery Oswald

Managing Partner

Valery Oswald uses the experience she’s garnered over the past 30+ years to help clients develop a financial roadmap that is, not only unique to their individual needs, but one that enables them to take decisive action in order to help achieve sustainable results. Nothing matters more to her than helping you meet or exceed your financial expectations. No matter how complex the question, she has the resources, capabilities and experience to deliver the answers you need to move forward.

Valery has received recognition from several industry panels and was recently named a 5-Star Wealth Manager by Oklahoma Magazine which is awarded based on nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale service, quality of recommendations and overall satisfaction.

She shares her home in Oklahoma City with her two rescue dogs, Calla Lily and Twinkie. Since she has a passion for sports, you may also find her madly cheering on the OKC Thunder or the OU Sooners!