Who We Are

Your Financial Planning Team

At Puckett Financial Advisors, LLC we know that strong client relationships are born out of exceptional efforts based on an accurate understanding of each client's needs and objectives. Integrity and a commitment to excellence are at the core of our culture.  We believe that our success is a function of our loyalty to clients and our commitment to putting their interests first.

Research and a disciplined investment process are our passion.  Behind our research effort is a commitment to intellectual honesty and staying within our circle of competency.  We routinely engage the expertise of independent portfolio managers to assist with securities selection and trading functions.  We further believe that our clients' long-term interests are best served by making decisions based on careful fundamental research, rather than chasing fads and investment trends.

 

After all, it’s your money. We want to make it last. Following tried-and-true processes – like Modern Portfolio Theory and a mix of dynamic and strategic asset allocation – we are committed to producing solid results for our clients over time.

 



The Puckett Financial Advisors Team

 
W. Brian Puckett, JD, CPA/PFS, CFP®

Brian Puckett draws from his expertise in the areas of investments, taxation and estate planning to help clients preserve assets, increase income and reduce taxes.  He has crafted customized solutions for hundreds families throughout the nation.  An experienced speaker on sound money management principles, he has served as adjunct professor at the University of Central Oklahoma and lectures periodically at other educational institutions and area corporations.

 

Brian is a graduate of the University of Oklahoma holding both a BBA in accounting (with honors) and a law degree (with honors). A licensed attorney and CPA, he is a member of the Oklahoma and American Bar Associations.

 

In addition, he is an active member of the Personal Financial Planning sections of both the American Institute of Certified Public Accountants and the Oklahoma Society of Certified Public Accountants.  He is also an active member of the Financial Planning Association, the nation’s largest organization of professionals dedicated to championing the financial planning process.

 

Brian holds the respected Personal Financial Specialist designation (PFS), awarded exclusively to CPAs who have demonstrated substantial experience in personal financial planning; pass a comprehensive examination; and submit references from colleagues and clients to substantiate financial planning acumen. He has also completed the arduous process of becoming a CERTIFIED FINANCIAL PLANNER™ professional. Planners like Brian who have successfully completed all the requirements set forth by the Certified Financial Planner Board of Standards, Inc. are generally recognized as the most qualified financial planners in the country.

 

Standing on over fifteen years of specialized experience serving clients, Brian’s unique training and education provide a strong base from which to deliver the professional insights and service that his clients have come to expect.

 

Brian resides in Oklahoma City with his son, Jay.  They are both avid water-skiers.


 

 

 
 

 


Dennis Packard CFP®

Dennis is a CERTIFIED FINANCIAL PLANNER™ professional with over 13 years of asset management and planning experience. He received his Bachelors of Science in Finance from Oklahoma State University. 


Prior to joining Puckett Financial Advisors, Dennis was an investment consultant with TD Waterhouse in Oklahoma City and a bond analyst with Dow Jones/Bridge Financial, focusing on corporate and government agency bonds.  While at TD Waterhouse, his principal activity was to assist the branches’ high net worth clients with their financial and retirement planning.  He also served as the Assistant Branch Manager and Retirement Specialist.

 
Dennis lives in Edmond with his wife, Keri and their daughter Kaitlyn.  He is a volunteer for the Oklahoma City Public Schools, Oklahoma Council on Economic Education, and is on the Board of Directors for the Edmond
Land Conservancy.
 

  

 
 
 

 
Darlene Eisel – Financial Planning Associate & Account Administrator

Darlene was born and raised in Oklahoma City.  She has substantial experience working with fee-based money management firms and is highly skilled with investment platforms offered through various financial institutions. Darlene attended the University of Oklahoma and the University of Central Oklahoma pursuing a degree in business administration.  Darlene, her husband Gregg, and their son, Luke reside in Edmond, Oklahoma.

 

 

 

 

Debbie Stanley - Client Service Associate
Debbie has experience in both banking and insurance industries, with responsibilities ranging from marketing to real estate and cash management.  She holds a bachelors degree in business from the University of Central Oklahoma in Edmond.  Debbie, her husband Mark, and their five children reside in Edmond, Oklahoma. 
 

 

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

                                                                                                                         
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