Broker Check

5560 Northwest 72nd Street, Building A, Warr Acres, OK 73132

(405) 842-2720
mmcatee@apexokc.com
Client Login

Meet Our Team

The Friendly Faces Behind Every Plan

No matter where you are in Oklahoma, we have a seasoned, collaborative team of advisors ready to connect with you. We prioritize income-driven strategies and communicate in straightforward terms at every step. Be confident that you can continue living a life you love.

Daniel Heaton

Daniel Heaton

Registered Representative, Cetera Wealth Services

405-842-2720

405-842-2726

David Wallin

Charles David Wallin

Registered Representative, Cetera Wealth Services, LLC

(405) 842-2720

Jeff Walls

Jeff Walls

Registered Representative, Cetera Wealth Services, LLC

(405) 842-2720

Jeffrey Dodson

Jeffrey L. Dodson

Vice President, Registered Representative, Cetera Wealth Services, LLC

(405) 842-2720

Mandy Hayes

Mandy Hayes

Investment Client Manager, Cetera Wealth Services, LLC

(405) 842-2720

Michael Entz

J. Michael Entz

Registered Representative, Cetera Wealth Services, LLC

(405) 842-2720

Ray Young

Ray Young, CPA

Tax Counsel and CFO of Apex Wealth Management

(405) 842-2720

Jeffrey Burton

Jeffrey Burton

Registered Representative, Cetera Wealth Services

405-842-2720

Our Services

Custom portfolios, income-driven strategies, and tax-smart planning designed to fit your lifestyle and long-term goals.

Explore Solutions

Our Approach

A straightforward, team-based process that turns goals into action and builds lasting clarity for what your future holds.

See How We Work

Contact Us

Reach out to a friendly, local team who listens first and helps you live the life you love.

Get In Touch