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MEET OUR TEAM

At Shaw Financial Services, you can always talk or meet with a real person who will answer all of your questions. We are passionate about helping our clients feel confident and knowledgeable about investing.

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ADVISORY TEAM
Shaw Swoosh

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Charlotte Shaw

President | Owner

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Gary Shaw

Vice President | Owner

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Doug Burleson

Financial Consultant

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John Dotson

Financial Consultant

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Toni Selph

Financial Consultant

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Chris Beard

Financial Consultant

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Christie Reed

Financial Consultant

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Lee McCasland

Financial Consultant

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Scott Watson

Financial Consultant

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Jeff Rimer

Financial Consultant

SERVICE TEAM
Shaw Swoosh

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Donna Moore

Director of Operations

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Geoffrey Weiss

Assistant Operations Manager

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Jordan Long

Client Service Manager

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Nancy Frederick

Client Service Manager

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Kim Fulkerson

Client Service Manager

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Brian Gillette

Client Service Manager

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JoNell Boston

Client Service Manager

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Morgan Shaw

Receptionist

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Melissa Bowlin

Office Manager

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck Securities Investor Protection Corporation SIPC.

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EDMOND OFFICE:

2901 S. Bryant Ave.

Edmond, OK

405.340.1600

800.584.4759

TULSA OFFICE:

5800 E. Skelley Dr. Suite 803

Tulsa, OK

918.592.1300

800.584.4759