9108 N Kelley Avenue Oklahoma City , OK 73131

405.478.1971

Lori Stephenson is a financial advisor at our Oklahoma City office, where she focuses on comprehensive financial planning, investment strategy, and cash flow alignment. A CERTIFIED FINANCIAL PLANNER® professional, Lori brings a people-first approach to helping individuals and families make confident financial decisions. She joined Savant in 2026 when Exencial Wealth Advisors joined the firm.

Lori works closely with high-net-worth individuals, retirees, executive women, and clients navigating major life transitions, including divorce or the loss of a spouse. She also enjoys partnering with millennials, newlyweds, and young professionals, helping them develop financial literacy and establish a strong foundation for the future. Her approach emphasizes clarity, empathy, and practical strategies designed to support both financial and personal goals.

At Exencial, Lori worked as a wealth advisor where she built long-term client relationships rooted in trust and thoughtful planning. Earlier in her career, she held advisory and high-net-worth associate roles at several investment firms, gaining experience across a wide range of client needs and financial complexities.

Lori earned a bachelor’s degree in kinesiology from the University of Northern Colorado. She lives in Choctaw, Oklahoma, with her husband, Mark, and their two children, Norah and Teagun. She actively serves in First Baptist Church of Choctaw’s Student Ministry, where she leads Connect Groups and supports youth and families in her community.

Education &
Designations

University of Northern Colorado
Bachelor of Science in Kinesiology
CERTIFIED FINANCIAL PLANNER® professional

Affiliations &
Community Service

First Baptist Church of Choctaw – Student Ministry, Connect Groups leader

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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