Welcome to Lonergan Advisors, LLC
Services we offer
As part of your overall wealth management strategy, we offer asset management accounts to help you create, implement, and monitor a thoughtful and organized strategy for your investments. Our goal: help you progress toward and reach your financial and life goals.
Wealth Management
We’ll help you pursue your goals by planning for cash flow and budgets, education savings, major purchase goals, retirement savings, protection needs, estate and multigenerational planning strategies, small business planning, tax planning strategies, executive benefits and compensation.
Financial and Estate Planning
Not only can we help manage your wealth, but we can help you protect it from the risks you face. Working with you, we identify, monitor, and manage your financial risks, using protection products such as life, disability and long-term care insurance.
Risk Management
Meet the Team
It is our mission to assist individuals, families and business owners reach their financial goals by providing education, advice and guidance through implementation of the financial planning process and/or providing group products and services. We work collaboratively with attorneys, CPAs, human resource administrators and other professionals with the purpose of creating tailored planning for the individual or business owner.
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Financial Advisor, Foundermarilee@lonerganadvisors.com
Educational Background
Marilee Lonergan, CFP® graduated from the University of Tulsa in 1983 with a bachelor of science degree and obtained a master of science degree from Oklahoma State University in 1987.
Earned her CERTIFIED FINANCIAL PLANNER™ professional designation in 2017
Member of the Tulsa Estate Planning Forum
Member of Oklahoma Medical Group Management Association
CFP® and CERTIFIED FINANCIAL PLANNERTM professional are certification marks owned by the Certified Financial Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
Biography
Marilee has resided in Tulsa since 1980. She and her husband, David, have been married since 1986 and have three children. They are members of First Presbyterian Church. Marilee enjoys spending time with family and friends at the "Lonergan Lodge," at Grand Lake. The Lonergans support local, out-of-state, and international non-profit organizations with time, talent and resources.
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Financial Advisor, Partner
zach@lonerganadvisors.com
Zach is a proud Tulsa native who loves spending his free time exploring and enjoying the local community. Whether he’s on the golf course, cheering on a sporting event, dining at a favorite restaurant, or even out walking his dog, Zach embraces all Tulsa has to offer. He and his family also treasure their time at the “Lonergan Lodge”, a family-built lake house on Grand Lake, which serves as a favorite gathering spot for friends and loved ones. Growing up, Zach spent many weekends in Stillwater, OK, cheering on various Oklahoma State University sports teams, and he remains a dedicated fan to this day.
Zach graduated from Oklahoma State University with a Bachelor of Science degree in Finance. His passion for financial services began early and has always been his career aspiration. Zach began independently trading while still in high school, which led him to take financial management and investment classes.
Prior to joining the industry, Zach pursued a career as a golf professional, where he taught lessons, organized tournaments, and focused on the overall customer experience. This helped him develop strong interpersonal and leadership skills.
Zach took his first step into the financial services industry with a position in P&C insurance, where he gained valuable experience while earning his security licenses and developing his client management skills before ultimately joining Lonergan Advisors, LLC. Zach holds a series 6, 63, 65, and 7 securities licenses and is passionate about guiding clients to make intelligent financial decisions and explore the possibilities for their future.
Zach and his family are members at First Presbyterian Church. He is also a proud member of the Tulsa Estate Planning Forum. Committed to giving back, Zach supports local charities by sharing his time, talent, and resources to make a positive impact.