CCR Investment Advisers, LLC

Gerald Corbin is a financial advisor at CCR Investment Advisers, LLC with 30 years of industry experience. He holds a Series 65 designation and has worked at CCR Investment Advisers since 2018. Prior to that, he was affiliated with Schwabe & Associates CPAs PLLC and Coates & Schwabe CPAs PLLC. Since 1995, he has served as a director of the Stock Exchange Bank in Caldwell, Kansas, a non-investment role involving monthly board meetings. CCR Investment Advisers, LLC is a fee-only, discretionary investment adviser serving individuals, pension and profit-sharing plans, and charitable organizations. The firm uses a strategic asset-allocation, core-satellite approach with global diversification and manages client accounts on a discretionary basis with tax-aware and accounting-oriented planning influenced by the team’s CPA background.

Lisa Reed is a financial advisor at CCR Investment Advisers, LLC with eight years of industry experience. She holds a Series 65 designation and concurrently works as a full-time office manager at Schwabe & Associates CPAs PLLC, an accounting firm in Ponca City, Oklahoma. Reed’s background includes roles at CCR Investment Advisers and two CPA firms, reflecting a career that spans both financial advisory and accounting operations. CCR Investment Advisers, LLC is a fee-only, discretionary investment adviser serving individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a strategic asset-allocation, core-satellite approach with global diversification and offers asset management and financial planning services with an emphasis on tax-aware and accounting-oriented client planning.

Carl Coates is a financial advisor at CCR Investment Advisers, LLC in Ponca City, OK, holding a Series 65 designation with 23 years of industry experience. His prior work includes roles at Schwabe & Associates CPAs PLLC and Coates & Schwabe CPAs PLLC, as well as operating his own registered investment advisory firm. CCR Investment Advisers, LLC is a fee-only, discretionary investment adviser serving individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a strategic asset-allocation, core-satellite approach with global diversification and offers services including asset management and financial planning.