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EO OKC has been committed to building partnerships to enhance member value. Our partners not only offer the advantage of their expertise to EO members on a day to day basis, they also help support the “thirst for learning” that is integral to the EO experience. The EO OKC Board asks that members seek the valuable resource of our Strategic Alliance Partners. Each Partner is willing to provide a short presentation on a topic of your interest, in their field of expertise, either at your forum location or hosted at the Partner’s office. Not only do our members learn from one another but we also have the opportunity to gather knowledge from our Strategic Alliance Partners.
SCOTT CRAVENS
405.623.9816
scravens@fullsailcapital.com
KYLE RAY
405.286.2100
kray@fullsailcapital.com
Full Sail Capital is a registered investment advisor that was founded to help individuals and families grow and manage generational wealth. Our fiduciary based services include investment & asset management, retirement & financial planning, estate plan consulting, real estate advisory and family office services. We exist to help provide clients the peace of mind that they have an individualized plan for their wealth and retirement as well as a committed partner to help them execute on that plan. Our team works everyday on client’s goals rooted in our core values of loyalty, teamwork and a relentless focus on delivering results.
LISA KRETCHMAR
405.473.5472
lkretchmar@watermark.bank
JAKE MCGUIRE
918.798.2197
jmcguire@watermark.bank
Watermark Bank was founded in 2018 by a group of experienced bankers and local business leaders who saw a need for a bank built on a foundation of innovative technology and products. Our mission is to build the best business bank in Oklahoma, delivering highly personalized financial services to business owners, families and entrepreneurs. This is done by delivering the products and services you need, with a concierge touch. We take pride in being a trusted advisor and taking the time to get to know our clients and their vision. We believe in providing the highest value proposition to you, your business and the community.
LUCAS DILLINGHAM
580.747.9535
lucas@dillinghaminsurance.com
MICHAEL HART
405.471.4710
mhart@dillinghaminsurance.com
Since 1927, Dillingham Insurance has provided comprehensive insurance solutions for clients of all sizes across the United States. As a 4th-generation, family-owned business headquartered in Oklahoma, we offer business insurance products, group benefits, personal insurance products, and human resource services. Dillingham works with domestic and foreign insurance carriers, leveraging relationships to provide the best plans at the best prices for clients in a variety of industries, including: energy, financial institutions, transportation, agriculture, retail, and food manufacturing & processing. Investing in leading-edge technology and professional training means our teams provide superior service.
ROD WHITSON
405.535.2818
rod.whitson@eosworldwide.com
Rod Whitson helps entrepreneurial business leaders implement the Entrepreneurial Operating System®. EOS is absolutely the best planning and execution system Rod has found to help entrepreneurs really get what they want from their businesses. Rod sat in the seat and understands the job of leading an entrepreneurial business. He has led or helped lead five entrepreneurial businesses including serving as CEO/President of three financial services firms. Currently Rod is an active angel investor with several successful exits and serves on the board or advisory board of several portfolio companies.
AARON ACKERMAN
405.412.5769
aackerman@hogantaylor.com
HAYDEN LEWELLEN
870.883.1908
hlewellen@hogantaylor.com
Since 2009, Hogan Taylor has had the expertise expected out of the nation’s largest accounting firms but with an unexpected twist – personal attention and commitment to your success. With more than 350 trusted personnel, Hogan Taylor offers a wide range of comprehensive business advisory, tax, accounting, assurance, and technology solutions, as well as many other specialty services.
SARAH CROASDALE
405.816.9003
sarah@teamwesthaven.com
BRIAN BLAD
405.820.7199
brian@teamwesthaven.com
Westhaven Consulting, LLC is the premier fractional CFO services provider. With multiple former CFOs, CAOs, CPAs, Treasurers and finance and accounting professionals, we offer services to all industries. Our range of services includes bookkeeping and financial reporting, cash management, treasury management, billing and accounts receivable, financial modeling and valuation, fundraising, payroll, insurance, hedging, ERP software integration, treasury management software integration, M&A readiness, bank selection, capital markets and other fractional CFO services. We partner with preferred banking, insurance, audit, and IT providers to offer a full suite of services so that our clients can focus on their operations and let us manage the rest.