Merit | Oklahoma Location
Tulsa, OK
6140 South 104 East Avenue
Tulsa, OK 74133
Phone: 918.627.2500
Fax: 918.627.4450
Norman Office
131 East Main Street
Suite 201
Norman, OK 73069
Phone: 405.329.3192
Fax: 405.329.3158
Perry Office
601 Delaware Street
PO Box 266
Perry, OK 73077
Phone: 580.336.2245
Fax: 580.336.3251
Services Offered
- Financial Planning
- Wealth Enhancement
- Wealth Transfer
- Estate Planning
- Estate Administration
- Tax planning/strategies
- Retirement Planning
- Life Transitions
- Charitable Giving
- Risk Management
- Wealth Protection
- Insurance gap analysis
- Investment Management
- Portfolio Performance Analysis
- Risk tolerance
- Asset Allocation
- Withdrawal Strategies
- Concentrated stock divestiture strategies
- Comprehensive investment analysis
- Concierge Services which Include:
- Coordination with Other Professionals
- Proactive Family Meetings
Our Team
Steven A. Henderson
Regional Director, Partner
Steven A. Henderson
CPA, PFS, CFP®, CKA®
Regional Director, Partner
Steve Henderson has over thirty years of experience serving small business owners and individuals as their FA and CPA. He understands that each client is in different stages of life and that everyone's economic and life situation is unique. He's dedicated to learning about each client's goals to help them succeed by providing clarity in all key areas of their wealth care planning.
Steve has lived in the Tulsa area since graduating with High Honors from the UofA in 1978 with a degree in Accounting. Soon after graduating from college, he completed the required exam and became a CPA. Later in his career, he continued his studies in the financial planning field and passed the exams and other requirements for the professional designations of PFS, CFP(R), and CKA.
Steve and his wife enjoy traveling, hiking, and spending time with their grandchildren. Steve enjoys following his favorite professional and college sports teams. He is actively involved with his local church and has volunteered for various other non-profit organizations. He believes that being active and helping others better understand their finances can increase financial security and healthier families, businesses, and communities.
Douglas R. Morris
Regional Director, Partner
Douglas R. Morris
CFP®
Regional Director, Partner
Doug is a CERTIFIED FINANCIAL PLANNER™ practitioner and has been serving clients since 2001. Upon graduating from Oklahoma State with a double major in accounting and finance, he hit the ground running.
Doug believes that long-term planning success relies heavily on how much the client understands and is comfortable with the plan. Doug enjoys working with clients to help them understand different financial planning strategies. He takes great pride in communicating and explaining complex financial topics so that each unique client can understand.
Outside of the office, Doug enjoys spending time with his family, following his three children’s activities (mainly sports and dance), and coaching little league basketball. His family enjoys visiting the mountains for activities in the snow, and they enjoy spending time on the lake in the summer.
Jana Ramsey-Weaver
Wealth Manager
Stephen P. Regouby
Managing Partner
Stephen P. Regouby
CFP®
Managing Partner
Steve is a CERTIFIED FINANCIAL PLANNER™ practitioner and has been serving clients since 1982. His life mission is to help bring more order to the lives of others through careful planning. Steve is a good listener and can sift through market and life complexities to draw out essential information to help others create a practical path for the future. Steve hopes his skills and knowledge help guide his clients and family safely through today’s challenges and presents them empowered for the future.
Steve enjoys spending time with family and friends outside of the office, often boating, swimming, bike riding, and driving fast at Hallett Motor Speedway.
Doane F. Harrison
Wealth Manager
Doane F. Harrison
CPA, PFS
Wealth Manager
Doane Harrison received an accounting degree from the University of Oklahoma and an MBA degree from the University of Texas. He served as a US Army Finance Officer in Germany. He's a comprehensive financial planner who provides comprehensive financial services in all ten key areas of wealth care planning, emphasizing tax planning, retirement planning, and investment management for individuals and small businesses with many clients in the health care field. He has been a Certified Public Accountant since 1972, practicing in Norman since 1977, and is also a Personal Financial Specialist. He is the owner of the Norman, OK CPA firm, Harrison Associates, PC, and a member of the American Institute of CPAs and Oklahoma Society of CPAs.
Garrett Morris
Wealth Manager
Donna Stanart
Client Service Manager
Wendy Gregory
Client Service Manager
Ready to discuss your financial future?
Schedule a free consultation with one of our Wealth Managers today.