Zane Warden
Project Coordinator
Zane Warden joined the firm in March, 2026. He is a graduate of The University of Oklahoma, where he earned a degree in Information Science and Technologies. Prior to joining the firm Zane worked in the oil and gas industry before moving into sales. As a member of the financial concierge team, Zane brings a vast knowledge of systems, project management, and client relations. This translates into added efficiency, boosting the firm in projects and resolving client’s needs. Zane is looking forward to expanding his knowledge in estate, financial, and investment planning as the firm continues to grow.