Allegiant Wealth Advisors, LLC

James Arens II is a CFA® charterholder and financial advisor at Allegiant Wealth Advisors, LLC with over 26 years of industry experience. Prior to joining Allegiant Wealth Advisors in 2024, he worked at The Hardesty Companies and spent more than two decades at Trust Company of Oklahoma. Allegiant Wealth Advisors provides investment management, financial planning, and consulting services primarily to charitable organizations, corporate entities, trusts, and high-net-worth individuals. The firm manages substantial institutional assets on a non-discretionary basis and employs a fundamental, long-term investment approach using diversified portfolios of stocks, bonds, ETFs, and mutual funds.

Lesa Creveling is a financial advisor at Allegiant Wealth Advisors, LLC in Tulsa, OK, holding a Series 65 credential. She has over 25 years of industry experience, including a long tenure at The Trust Company of Oklahoma. Outside of her advisory role, she owns Creveling Consulting, which provides legal and tax consultation and expert testimony services. Allegiant Wealth Advisors manages approximately $956 million in assets, serving charitable organizations, corporate entities, trusts, and high-net-worth individuals. The firm employs a fundamental, long-term investment approach with a focus on non-discretionary portfolio management and also offers financial planning and family office services.