Denise A. Lant, CFP®, is a well-diversified financial professional serving individuals and small businesses. As a CERTIFIED FINANCIAL PLANNER™ Practitioner, she focuses on retirement planning and special needs planning. For individuals, Denise provides written financial plans that combine investments, insurance, taxes, retirement planning and estate planning. She is an expert in explaining complicated information in plain English. And she has personal experience with special needs issues.
For small businesses, Denise provides advice on retirement plans such as 401(k)s, SIMPLE plans, SEP plans and other benefits for owners and employees. Before her financial service career, Denise worked in several industries including oil and gas, environmental management, travel, and volunteer organizations. Her broad experience benefits both individuals and business owners/managers. Customer service is her top priority.
Denise has a Bachelor of Arts degree in Geology from Gustavus Adolphus College in St. Peter, Minnesota. She completed the Personal Finance Planning curriculum at the University of Houston and is a board member and past President of the Financial Planning Association of Tulsa. She also serves on the Board of the Jump Start Coalition of Oklahoma and Camp Fire Green Country. Denise and her husband Kevin have been married for 30 years and enjoy traveling around the world.
Licenses/Designations: CFP® 7, 63 held with LPL Financial, 65 held with Drawbridge Capital; Life, Accident & Health, Variable Annuity Insurance Licenses.