Financial Planners & Planning-Certified
BentOak Capital is a full-service financial and investment management firm with clients throughout Texas and several other states. As independent financial advisors with LPL Financial, the largest independent broker/dealer in the United States*, BentOak Capital offers clients access to an assortment of quality, non-proprietary investment strategies and provides a total holistic financial planning process.
Our team of financial planners and administrative staff serves all clients. With advisors specializing in different practice areas such as retirement planning, estate planning, and tax planning, we have the collaborative resources to address your individual needs.
*As reported by Financial Planning magazine, June 1996-2020, based on total revenue
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through BentOak Capital, a registered investment advisor and separate entity from LPL Financial. (www.finra.org | www.sipc.org)
The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states:
AR, AZ, CA, CO, FL, KS, LA, MO, NC, NM, OK, TX, WA
Rep/Contact InfoBrandon Garrett, CFP®, CIMA®, AIF®President | Chief Investment OfficerWayne Garrett, CPA/PFS, CFP®, RICP®Chief Executive OfficerHayden Hill, CFP®Associate Wealth AdvisorStefan Simpson, AIF®Chief Compliance Officer | Director of Business OperationsStephanie Szabo, CFP®Wealth Advisor | Director of Portfolio AdministrationMadison Wallace, CFP®Associate Wealth AdvisorMelody FlemingClient Service AssociateAudra GarrettEvents CoordinatorMrs. Laura McCroryInternal Office Bookkeeper | ReceptionistShannon MitchellClient Service AssociateChris Sargent, CFP®, C(k)PWealth Advisor | Financial PlannerMarley WoodParaplanner