Oklahoma City, OK
Shawn is Managing Partner and Senior Wealth Advisor for Tungsten Wealth Management. With more than 20 years of investing and helping others navigate the choppy waters of Financial Planning, Shawn truly enjoys helping clients simplify complex financial issues.
Shawn began honing his core beliefs in the ’90s while attending Texas A&M University. His burning desire to learn, grow intellectually and innovate back then are the same driving principles that continue to shape his character today.
With a relentless pursuit of excellence and continual focus on serving the clients’ best interests, Shawn applies a disciplined approach to planning and investing.
Shawn is a graduate of the Dwight Look College of Engineering at Texas A&M University, holds the CERTIFIED FINANCIAL PLANNER™ designation granted by the Certified Financial Planner Board of Standards, the Certified Wealth Strategist® designation awarded by the Cannon Financial Institute, and is a member of the Financial Planning Association.
Shawn and his wife Carrie have two wonderful children and reside in Edmond, Oklahoma. He enjoys spending time with his family, golfing, fishing and traveling to new places from time to time.
Tanya is the Director of Client Experience for Tungsten Wealth Management. Tanya possesses a broad range of expertise in both the public and private sectors that allow her to excel in many aspects.
Having earned a Masters in Educational Curriculum and Design from Texas A&M University, Tanya values education and refers to it as the cornerstone for life's success. While working in public education, she designed and implemented the district's curriculum for all to follow.
Tanya has a passion for helping others achieve success and building relationships. She spent many years creating systems and resources to improve small business client experiences. Her uplifting vision and creative spirit makes her a perfect fit for managing our client experience team.
We are excited to see her creative approach unfold and know that you will love her as much as we do.
Catherine is charged with managing our back-office workflow, business operations, and handles any day-to-day operations that make the clock tick here at Tungsten.
With more than 10 years of experience in the financial services industry, Catherine has found her niche in managing the systems and processes needed to keep an office running smoothly and clients well cared for. As a graduate of St. Mary's College in California, she holds a bachelor's degree in Business Administration and a Minor in Economics.
In her free time you'll likely find Catherine and her husband attending family events, or somewhere in the outdoors of California. They can be found camping, kayaking, hiking and love to explore new places together.
As a Managing Partner and Senior Wealth Advisor for Tungsten, Rob finds true joy in helping clients build, manage, protect and transition their wealth. With more than 18 years in the industry, Rob's unique combination of knowledge and experience helps guide clients toward achieving their financial goals.
Raised in a family where both parents were Certified Public Accountants, Rob learned at an early age how to budget, save and use his gifts wisely. Rob has always enjoyed both the analytical and relational side of financial planning, and helping clients achieve a higher level of financial well-being.
Rob is a graduate of the Walton School of Business at the University of Arkansas where he earned his Degree in Finance. After College he continued his pursuit to learn more by obtaining the CERTIFIED FINANCIAL PLANNER™ Designation awarded by the Certified Financial Planner Board of Standards. The prestigious CFP® is one of the most difficult designations in the financial services industry to obtain. Only CERTIFIED FINANCIAL PLANNER™ professionals are rigorously trained in 72 areas of financial expertise, must accrue thousands of hours of experience and pass final examinations in each of the core planning areas before earning their certification. In addition, Rob also holds the Certified Wealth Strategist® designation which is awarded by the Cannon Financial Institute.
Rob, his wife Laney, and their two children live in Springdale, Arkansas. He and his family love the Northwest Arkansas area and are involved in several community and charitable organizations. Rob enjoys time with his family, golf, traveling and rooting on his Arkansas Razorback athletic teams. On a free weekend you might find Rob and the family on a camping trip, or around town supporting their kids’ activities and events.
With more than 30 years of experience, Diana is the Director of Client Relationships for Tungsten Wealth Management.
Prior to joining the Tungsten Team, Diana served as a Vice President and a Trust Officer for a Regional Bank for 14 years. One of her greatest pleasures is building relationships and being able to help her clients. She is passionate about making phone calls and visits to those that have no one else. Seeing and hearing the pure joy of her clients always warms her heart.
Diana was born and raised in Iowa where she started her career in the Financial Industry in 1990. She and her husband Kenn were introduced to NW Arkansas by vacationing and spending time with family that lived there, before they began to fall in love with the area. In 2001, along with their son Greg, they decided to make NW Arkansas their home and have been here ever since.
Diana is a graduate of Cannon Trust School where she expanded her knowledge on proper administration and estate planning. She has served on the Board of Legacy Village in Bentonville, Lifeline of Northwest Arkansas, and is a member of the Ladies Auxiliary of Circle of Life Hospice in Bentonville.
Diana and her husband recently celebrated their 25th Anniversary and have one son, Greg. In her spare time, Diana and Kenn often enjoy the time spent outside. These activities include golfing, camping, fishing, and kayaking. She really enjoys being outdoors camping around one of the many beautiful lakes that are in the area.
As the Office Manager for Tungsten Wealth Management, Sarah's role is ever-evolving. She has an extensive background in the Banking Industry and brings a wealth of knowledge and experience to ensure that our client experience is the best.
Sarah has worked for multiple industry-leading financial firms, including those ranging from large institutions to local friendly focus environments in the NWA area. This vast experience of how different banking organizations gives her the experience to help all types of situations. She prides herself on her high level of customer service and looks forward to growing in her positions by helping the company in as many ways as possible. Her passion is meeting new people and helping them find beneficial solutions that suit their needs.
As a long-time resident of Northwest Arkansas, Sarah stays active in her community by helping with local events and outreach programs. She truly enjoys giving back and paying it forward! In her free time, she enjoys being by the water, camping, and spending time with family and friends. She lives with her son who keeps them busy playing basketball and other school activities and sports.
Why Choose a CFP® Professional
You deserve a holistic financial roadmap. Only CERTIFIED FINANCIAL PLANNER™ professionals are rigorously trained in 72 areas of financial expertise and must accrue thousands of hours of experience prior to earning their certification. With a CFP® professional, you get a financial planner partner committed to working in your best interest and the confidence that comes with building a comprehensive plan.
For more information visit http://www.letsmakeaplan.org/
What's in a name?
Our name comes from the filament in the light bulb, the one Thomas Edison chose to use after testing more than a thousand other metals.
Tungsten is tough, it’s resilient but most importantly used because of it’s unique ability of turning energy into light.
We feel it’s a great metaphor for what we do.
Provide a lighted path to help guide clients toward achieving their financial goals.