Advisory Team

Tulsa

Adam Leavitt

Tulsa, Oklahoma 74136
Manager
phone: (918) 496-1080
fax: (918) 496-7749
email: aleavitt@hscpa.com

Adam joined Hogan & Slovacek in August 2006 to provide wealth management services through the firm’s wholly owned subsidiary, Disciplined Investments, LLC. Prior to joining the firm, Adam worked in a similar capacity with Red Rock Financial Advisory, LLC. Adam graduated magna cum laude from Oral Roberts University where he was recognized as the finance student of the year and obtained an MBA from Oklahoma State University. In addition to comprehensive planning and asset management, Adam has experience with trusts, real estate, qualified retirement plans, and property management.

He is a Certified Financial Planner™ and a registered financial advisor with the National Association of Personal Financial Advisors (NAPFA), an organization for Fee-Only comprehensive planners embracing their fiduciary responsibility to clients. Adam is a member of the Southeast Tulsa Rotary club, a board member of Emergency Infant Services, a Leadership Tulsa graduate, and an advisory council member of Young Professionals of Tulsa.