Valery Oswald

Managing Partner

Valery Oswald uses the experience she’s garnered over 30+ years to help clients develop a financial roadmap that will attempt to:

  • be unique to their individual needs,
  • lead to decisive action and
  • achieve sustainable results

What matters to her is helping you meet or exceed your financial expectations and 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:

  1. customer service,
  2. integrity,
  3. knowledge/expertise,
  4. communication,
  5. value for fee charged,
  6. meeting of financial objectives,
  7. post-sale service,
  8. quality of recommendations and
  9. overall client satisfaction

She shares her home in Oklahoma City with her three rescue dogs Ripley, Calla Lily and Twinkie. Stop by the office and you’ll likely find Ripley snoozing under her desk!

Her weekends are typically spent playing Mah Jongg with friends or madly cheering on the OKC Thunder or the OU Sooners!