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Meet Marilee

It is our mission to assist individuals, families and business owners reach their financial goals by providing education, advice and guidance through implementation of the financial planning process and/or providing group products and services. We work collaboratively with attorneys, CPAs, human resource administrators and other professionals with the purpose of creating tailored planning for the individual or business owner.

Marilee Lonergan, CFP®



Educational Background

Marilee Lonergan, CFP® graduated from the University of Tulsa in 1983 with a bachelor of science degree and obtained a master of science degree from Oklahoma State University in 1987.

  • Earned her CERTIFIED FINANCIAL PLANNER™ professional designation in 2017
  • Member of the Tulsa Estate Planning Forum
  • Member of Oklahoma Medical Group Management Association
    CFP® and CERTIFIED FINANCIAL PLANNERTM professional are certification marks owned by the Certified Financial Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.


Marilee has resided in Tulsa since 1980. She and her husband, David, have been married since 1986 and have three children. They are members of First Presbyterian Church. Marilee enjoys spending time with family and friends at the "Lonergan Lodge," at Grand Lake. The Lonergans support local, out-of-state, and international non-profit organizations with time, talent and resources.

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