Our Team

I’ve spent nearly two decades helping families and business owners navigate financial decisions with clarity and discipline. My approach is grounded in biblical principles of stewardship and responsibility, with a focus on producing tangible, long-term outcomes to planning and decision-making, with an emphasis on clarity, consistency, and follow-through.

I earned a bachelor’s degree in financial management and hold the Certified Financial Planner™ designation. Beyond credentials, I believe education begins early, but learning is a lifelong pursuit, and continuous research and refinement are essential in an ever-changing financial landscape.

Outside of my practice, I’m an endurance athlete who has competed in multiple triathlon events, including Ironman races. The discipline, preparation, and mental resilience required in endurance racing directly influence how I run my practice. Patience, consistency, and perseverance are not abstract ideas. They are habits built over time and applied daily.

I’m married with children, which reinforces my belief that financial decisions are rarely isolated. They affect families, businesses, and future generations, and should be approached with care, responsibility, and a long-term perspective.

Dywren was born and raised in Bakersfield, California, and relocated to Tulsa in his early twenties. He pursued his higher education at Tulsa Community College and Oklahoma State University, earning two degrees from OSU in Marketing and Business.

Dywren built his professional career at St. John, where he held a range of analytical and leadership roles, including Data Analyst, Solutions Development Analyst, Trainer, and Senior Development Analyst. His experience reflects a strong ability to analyze complex systems, develop practical solutions, and support teams through clear communication and training.
Family is central to Dywren's life and values. He comes from a large, close-knit family and maintains strong relationships across multiple generations and states. As a father, Dywren places great importance on being present, supportive, and engaged as his son begins his early school years.

Outside of work and family, Dywren has a lifelong passion for sports, particularly basketball and football, along with a growing appreciation for music and film. These interests reflect his belief in balance, teamwork, and staying connected to what matters most.