Vault Wealth

Luke Milholland is a CFP® and ChFC® with 17 years of industry experience, currently serving at Vault Wealth in Oklahoma City, OK. His background includes roles at Prudential Insurance Company of America and leadership positions in several affiliated businesses such as Vault Tax, Vault Realty, and Vault Property Management. Outside of his advisory work, Milholland is involved in real estate development and software ventures. Vault Wealth serves individuals, business owners, and retirement plans, offering comprehensive advisory services including financial planning, portfolio management, and estate planning coordination. The firm’s investment approach combines long-term portfolio construction with active monitoring and scenario analysis, supported by proprietary strategies and a wrap-fee program.

Michael Dellin is a financial advisor at Vault Wealth in Oklahoma City, holding a Series 65 credential with two years of industry experience. He is also the CEO and owner of CourtSync, a noninvestment-related business based in Oklahoma City. Vault Wealth serves individuals, business owners, and retirement plans through a range of advisory services including financial planning, portfolio management, and estate planning coordination. The firm employs a long-term investment approach combining mutual funds, ETFs, individual securities, and proprietary strategies, with an emphasis on scenario analysis and coordinated planning through its Family Office offerings.

William Malone is a financial advisor at Vault Wealth with nine years of industry experience and holds a Series 66 designation. He has worked at Edward Jones and Community Hospital South, where he also serves as the manager of the sterile processing department. Vault Wealth serves individuals, business owners, and retirement plans with a range of advisory services including financial planning, discretionary portfolio management, and estate planning coordination. The firm employs a long-term investment approach using mutual funds, ETFs, individual securities, and proprietary strategies, and offers branded programs such as Vault Plan™, Vault Invest™, and Vault Family Office™.

Richard Wilson is a financial advisor with Vault Wealth, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities LLC, and Devon Energy. He holds a minority interest in Cortado, LLC, a software application company. Vault Wealth serves individuals, business owners, and retirement plans, offering comprehensive advisory services including financial planning, portfolio management, and estate planning coordination. The firm’s investment approach combines long-term portfolio construction with ongoing monitoring and probability-based scenario analysis, supporting clients through branded programs like Vault Plan™ and Vault Invest™.

Lindsey Beaman is a financial advisor at Vault Wealth with a Series 66 designation and four years of industry experience. Her prior roles include positions at Edward Jones, Chickasaw Community Bank, and Bailee Company Real Estate. Outside of advising, she owns White Oak Construction & Design LLC, where she and her husband flip houses and manage Airbnb rentals. Vault Wealth serves individuals, business owners, and retirement plans, offering a range of advisory services including financial planning, portfolio management, and estate planning coordination. The firm employs a long-term investment approach with mutual funds, ETFs, individual securities, and proprietary strategies, supported by ongoing monitoring and scenario analysis.