Meet your team

The value we deliver is a direct result of our team culture – a team of financial experts. Your team of financial experts working together with and for you.

Yes, at the core of our culture, you'll find living, breathing people:  Brian, Dennis, Darlene, and Debbie. And, although you'll get to know each of us well you'll work with our entire team. As a team, we can bring all of our energy, expertise, and extensive professional credentials to bear on your situation. And, because we work solely for you, we are free to develop broad strategic relationships with the best and brightest wealth management experts in areas where specialization will add value to your experience.  The results? Our unbiased, exceptionally-valued Align team that is client focused. Period.

Brian Puckett
Certified Financial Planner™, CPA, Attorney at Law

Brian's entrepreneurial spirit drove him to establish Align Wealth Management in order to fill an important void for individuals and families seeking something different and something special within the financial service industry.

Brian is a CERTIFIED FINANCIAL PLANNER™, a CPA with Personal Financial Specialist (PFS) credentials, and an attorney, making him one of the very few "Triple Board Certified" financial advisors in practice today. His trio of professional credentials underscores a personal passion for helping clients make the most of their financial lives. Brian is an engaging speaker, with frequent appearances in the local and national financial press. He also has served as adjunct professor at the University of Central Oklahoma and lectures at a variety of institutions and continuing education programs for financial planners, CPAs, and attorneys. He is an active member of the Oklahoma and American Bar Associations, the Financial Planning Association, and the Personal Financial Planning sections of the American Institute of Certified Public Accountants and the Oklahoma Society of Certified Public Accountants.

Brian holds a law degree and bachelor's degree in accounting from the University of Oklahoma. Brian enjoys bicycling, jogging, and golf, although he's a self-confessed hacker on the links.

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Dennis Packard
Certified Financial Planner™

Dennis describes his professional journey as following a slightly different path yet arriving at the same destination for the same reasons expressed by his colleague Brian Puckett to, first and foremost, have the freedom to serve clients' broad wealth management interests.

A financial services professional since 1997, Dennis began his career as an investment banking bond analyst for Dow Jones/Bridge Financial. Later, he joined TD Waterhouse in Oklahoma City, where he was a Senior Investment Consultant and Retirement Specialist, helping clients with their financial and retirement planning needs. Partnering with Brian in 2006, they jointly crafted their firm's client-first, team-oriented service strategy.

Dennis is regularly sought after by media sources such as The Oklahoman and OKCBiz to share his insights and expertise on sound money management techniques. He is a CERTIFIED FINANCIAL PLANNER™ and holds a bachelor's degree in finance from Oklahoma State University.

Dennis' wife, Keri, is a teacher, and Dennis is an active volunteer within the Oklahoma City Public Schools and the Oklahoma Council on Economic Education, where he advocates for K-12 level financial literacy programs. He also volunteers for the Christmas Connection, is an avid golfer, and coaches for his daughter, Kaitlyn's, basketball and soccer teams.

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Darlene Eisel
Client Services Manager

Darlene joined Align Wealth Management as a seasoned specialist in delivering the highest levels of service to Registered Investment Advisor firm clients. She is our expert at navigating the investment platforms offered through various financial institutions on behalf of our clients. Darlene has completed business administration coursework at the University of Oklahoma and the University of Central Oklahoma. Darlene and her husband, Gregg, have one son, Luke.

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Debbie Stanley
Client Services Associate

Debbie has significant experience in both the banking and insurance industries, with responsibilities ranging from marketing to real estate to cash management. She holds a bachelor's degree from the University of Central Oklahoma. Debbie volunteers with the Christmas Connection and enjoys spending time with her husband, Mark, and their five children. 

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Align's Extended Research Alliances

We are in regular communication with some of the most respected financial experts in the world. For instance, while our asset allocation decisions are always customized for you and your particular situation, they are derived from "best ideas" culled from strategic relationships we have cultivated over the years. By way of example, we are in continual communications with our long-term alliance partner, Litman/Gregory Analytics (Litman). Litman is an independent research firm consisting of over 40 investment professionals (CFAs, CFPs, CPAs, and attorneys). Litman has been engaged in rigorous, unbiased economic research, asset class valuation, and investment manager due diligence for over two decades. Importantly, like Align, Litman is engaged in delivering wealth management services in the real world to real clients. Throughout the years, our ability to freely share ideas with other successful wealth management firms has proven extremely valuable to our family of clients.

Another member of our extended research alliance is Dimensional Fund Advisors (Dimensional). Dimensional has forged deep working relationships with some of the world's brightest financial thinkers. Nobel laureates and renowned professors in portfolio & economic theory from the likes of Harvard, Stanford, University of Chicago, Dartmouth, and Wharton sit on Dimensional's board. By leveraging our strategic alliance with Dimensional, we are continually researching tomorrow's solutions today. This works in a continual feedback loop:

• Academic leaders in the field of asset pricing find new sources of risk and return in advance of the industry.
• Align custom builds portfolios for clients.
• Align reports client feedback to these financial economists and researchers for further testing and enhancements.
• Empirical research becomes more relevant to practical investing, and practical investing is backed by solid theory and economic knowledge.
• This continual feedback loop supports our primary aim of helping you enjoy successful investment outcomes.

To learn more about Dimensional, visit www.dfaus.com.

Of course, Align Wealth Management is not a "research only" firm. Our clients depend on us to deliver results, and our dedication to sound research fosters our ability to deliver efficient and elegant investment solutions to you. You'll own a well-balanced portfolio that is specifically aligned with your goals and objectives. The end result? You'll worry less about your money so you can focus on other, perhaps more important, areas of your life.

Align Wealth Management can make this happen for you. This is our passion – this is what we do.

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