A dedicated team WORKING TOGETHER
ON YOUR BEHALF

Tulsa Office

Todd Welsh Bio Headshot
Todd Welsh, CFP®, CIMA®
Founding Partner
Richard Howard Bio Headshot
Richard L. Howard Jr.
Founding Partner
Summer N. Caudle bio headshot
Summer N. Caudle
Private Wealth Concierge
Scott Allen bio headshot
Scott Allen, CLU
Sr. Registered Client Service Associate
Mellanie Meiries Bio Headshot
Mellanie Meiries
Executive Assistant to Co-Founder, Todd Welsh
Brian Talkington Bio Headshot
Brian Talkington
Wealth Management Advisor
Kevin Criss Bio Headshot
Kevin Criss
Wealth Management Advisor
Lisa Allem Bio Headshot
Lisa Allem
Executive Assistant

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

“Nobody cares how much you know until they know how much you care.”
Theodore Roosevelt
Sophisticated wealth management
LET’S CONNECT

Securities offered through Level Four Financial, LLC, a registered broker dealer and member of FINRA/SIPC. Advisory Services are offered through Scissortail Wealth Management an SEC-registered investment adviser. Level Four Financial, LLC and Scissortail Wealth Management are separate entities.

Level Four Financial Registered Representatives associated with this site may discuss and/or transact securities business only with residents in states where they are registered. Please refer to https://brokercheck.finra.org for additional information.

Privacy Policy - Form CRS


© 2019 Scissortail Wealth Management