Exencial Wealth Advisors

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Exencial is a leading independent wealth management firm. We are a Registered Investment Advisor (RIA). That means our loyalty is exclusively to our clients. We are privately owned and independent of the conflicts of interest associated with Wall Street Brokerage firms. We provide personal recomme... Read more

Headquarters

Oklahoma City, US

Employees

51-200

Links

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Tim Courtney
Chief Investment Officer

Tim Courtney

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Caleb Stinson
Director Of Operations
Craig Wezenski
Partner & Director Of Business Development
Steven Hamilton
Operations Lead
Amy Sewell
Senior Tax Manager
Chris Meeks
Tax Manager
Dustin Schuetz
Tax Manager
Spencer Noble
Trading Team Manager
Benjamin Courtney
Investment Associate
Derek Northup
CFO And Tax Director
Michael Conerly
Senior Portfolio Manager
Randy Farina
Senior Portfolio Manager