CHISHOLM TRAIL WEALTH PLANNING - Key Persons
Job Titles:
- Member of the Private Client Services Team
- Portfolio Manager, Private Client Services
Job Titles:
- Senior Research Analyst, NMWMC Research
Job Titles:
- Portfolio Management Specialist, Private Client Services
Barbara joined the team in 2022, bringing a wealth of experience to her role. She attended the University of Oklahoma, majoring in accounting, before embarking on a successful career in the insurance industry.
With over 20 years in the insurance sector, Barbara has honed her skills at multiple firms. She served as a business manager for more than 17 years, providing invaluable support to the CEO and handling various responsibilities, including accounting, office management, and human resources and benefits administration.
Currently, Barbara plays a crucial role at Chisholm. Her contributions include:
Serving as the initial point of contact for customers and clients
Providing administrative support to Joe Kreger, the CEO
Managing daily office operations in Edmond
Outside of work, Barbara finds joy in spending time with her family, including six grandchildren. She also enjoys traveling, swimming, yoga, and volunteering for causes she is passionate about.
Job Titles:
- Partner and Wealth Management Advisor
Bob Skaggs, the fifth of six children, grew up in Bartlesville, Oklahoma. He graduated from Oklahoma State University with a Bachelor of Science degree in Economics in 1982.
Bob joined Northwestern Mutual in 1985 and became the president and partner of Chisholm Trail Wealth Planning with Northwestern Mutual in 2022. As a Partner and Wealth Management Advisor, Bob brings extensive expertise to the team. His economics background and professional certifications enable him to provide clients with comprehensive wealth management strategies. Bob is committed to helping clients achieve their financial goals and secure their financial futures.
During his time at OSU, Bob dedicated his life to Jesus Christ through Campus Crusade and met his wife, Kay, on a blind date. They have been happily married for 37 years. Bob and Kay reside in Tulsa and are actively involved in their community through their new church, Cornerstone, in midtown Tulsa. They cherish their time with their three children, Emily, Will, and Jay, and their growing number of grandchildren. Bob completed 11 marathons between 1998 and 2006 and enjoys baseball as a fan and a former Little League coach. He also dedicates time to reading and studying God's Word and values spending quality time with his family.
Job Titles:
- Vice President, Wealth and CEO & President, Northwestern Mutual Wealth Management Company ( WMC )
Job Titles:
- Financial Planning Analyst
Brandon Bright holds an MBA and a bachelor's degree in finance/economics from Gardner-Webb University in Boiling Springs, NC, where he also competed in Division I wrestling. Before joining Chisholm Trail Wealth Planning in July 2023, Brandon gained valuable experience as an operations analyst in the account transfers department at Wells Fargo in Charlotte, NC.
As a Financial Planning Analyst, Brandon assists the lead advisor with client coordination, financial planning, implementation, and strategy analysis. His background in finance and operations ensures meticulous attention to detail and a comprehensive approach to each client's financial plan.
Originally from Edmond, Oklahoma, Brandon enjoys spending his free time outdoors, walking with his dogs and hiking. He is a huge fan of the Oklahoma State Cowboys and the OKC Thunder.
Job Titles:
- Wealth Management Company Chief Investment Officer
Job Titles:
- CAIA Senior Investment Consultant
Job Titles:
- Senior Investment Consultant
Job Titles:
- Member of the Fixed Income Team
- Senior Portfolio Manager, Fixed Income
Job Titles:
- Member of the Private Client Services Team
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Member of the Private Client Services Team
- Senior Portfolio Manager, Private Client Services
Job Titles:
- Member of the Private Client Services Team
- Senior Director / Portfolio Manager, Private Client Services
Job Titles:
- Member of the NMWMC Investment Consultant Team
Job Titles:
- Member of the Private Client Services Team
Job Titles:
- Portfolio Management Specialist, Private Client Services
Job Titles:
- Vice President - NMWMC Investment Management & Research, Vice President - Mason Street Advisors
Job Titles:
- Financial Planning Analyst
Grace Hall is a Financial Planning Analyst at Chisholm Trail Wealth Planning. Raised in Poteau, Oklahoma, Grace interned at Chisholm Trail before transitioning to a full-time role in the Tulsa office in 2023. She graduated from Oklahoma State University in December 2022 with a bachelor's degree in business and a minor in Finance.
As a Financial Planning Analyst, Grace excels at connecting with clients and understanding their unique financial needs. She is dedicated to providing exceptional service by developing personalized strategies for retirement planning, education savings, and navigating unexpected life events. Her commitment to aligning clients' goals and values with their financial plans makes her an invaluable asset to the team.
While at OSU, Grace was active in her local church and enjoyed building lasting friendships. Grace enjoys cooking and hosting gatherings, trying new workout classes, and spending time outdoors. She avidly supports the OSU Cowboys, cheering them on through every season. Grace cherishes the time spent with her family and friends, continually nurturing those relationships.
Job Titles:
- Portfolio Manager, Equities
Job Titles:
- Portfolio Manager, Private Client Services
Job Titles:
- Senior Director / Senior Portfolio Manager, Equities
Job Titles:
- Member of the Fixed Income Team
- Portfolio Manager
Job Titles:
- Senior Investment Consultant Advisor Recruiting
"I believe my noble purpose is to walk alongside our clients and help them be the best stewards they can be of the resources God has entrusted them with." - Joe B. Kreger
As a CERTIFIED FINANCIAL PLANNER™ professional with more than 25 years of experience, Joe relies on two key principles in his work with clients: loyalty and stewardship. He is relentlessly loyal to his clients' and their goals, and that means continuously customizing their plans. He is there when they call, ready to answer questions and help them adjust their course as needed. His mission is to help them steward their wealth with diligence and avoid getting bogged down by the details. By delivering tailored advice and coordinating the specifics of their plan, he allows his clients to focus on their season of life the people and things they love, knowing that a trusted fiduciary is there to help them advance toward their goals.
Joe B Kreger, Matt Tyler Longan, Robert Gerard Skaggs and Luke Werth use Chisholm Trail Wealth Planning as a marketing name for doing business as representatives of Northwestern Mutual. Chisholm Trail Wealth Planning is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Joe B Kreger, Matt Tyler Longan, Robert Gerard Skaggs and Luke Werth provide investment advisory services as Advisors of Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI, a subsidiary of NM and federal savings bank. Joe B Kreger, Matt Tyler Longan, Robert Gerard Skaggs and Luke Werth are Agents of Northwestern Long Term Care Insurance Company, Milwaukee, WI, (long-term care insurance) a subsidiary of NM. Joe B Kreger, Matt Tyler Longan, Robert Gerard Skaggs and Luke Werth provide investment brokerage services as Registered Representatives of Northwestern Mutual Investment Services, LLC (NMIS), a subsidiary of NM, registered investment adviser, broker-dealer and member FINRA (finra.org) and SIPC (sipc.org). Joe B Kreger, Matt Tyler Longan, Robert Gerard Skaggs and Luke Werth are Insurance Agents of NM.
Job Titles:
- Senior Investment Consultant
Job Titles:
- Executive Vice President, Chief Field Officer
Job Titles:
- Member of the Private Client Services Team
- Associate Portfolio Manager, Private Client Services
Kristin Nylander joined Northwestern Mutual in 2014, initially serving as a Financial Planning Services Team Member in Milwaukee, WI. Kristin graduated summa cum laude from the University of Wisconsin - Milwaukee, earning B.A. in Finance and Supply Chain Management, along with a minor in Real Estate Development. She holds a Life and Health License and is working on expanding her financial knowledge. In her role as Director of Operations, Kristin:
Oversees the operational aspects of the firm, ensuring smooth and efficient processes.
Enhances client experiences by optimizing workflow and improving service delivery.
Manages client inquiries and ensures timely and accurate responses.
Implements strategies to drive the firm's performance and support its growth.
Kristin resides in downtown Tulsa with her partner, Russ. She enjoys spending quality time with her sister, brother-in-law, nephew Emre, and niece Leyla. Kristin has a passion for shopping at farmers markets and supporting local chefs and farmers. She loves to travel whenever possible and remains a devoted Cubs fan, reflecting her roots near Chicago, IL.
Job Titles:
- Financial Planning Analyst
Lane Fanning graduated from Oklahoma State University in 2021 with a degree in Finance. He joined Chisholm Trail Wealth Planning as an Financial Planning Analyst in 2024, bringing with him a solid foundation in financial analysis and advisory services.
In his current role, Lane contributes to the team by providing expert financial advice and personalized wealth management strategies. His commitment to understanding each client's financial goals and needs ensures that he delivers tailored solutions to help them achieve financial success.
Lane enjoys traveling with his fiancée, Emily. He is active and loves spending time outdoors, particularly playing golf and exercising. Lane values staying active and cherishes the moments spent exploring new places and engaging in outdoor activities.
"Most of our clients know that they're getting up every day and working their tails off to support their families, the causes they care about, and the lifestyle they want to live-but it isn't until they go through the planning process that they're able to see how likely it is that all their effort is actually going to help them accomplish everything they hope for." - Luke Werth
Luke's mission is to give people clarity about why they do what they do. Many people come to the practice with pieces of their financial plan in place-a will or trust, insurance policies, savings-but seldom do they understand how everything works together to support their overarching goals. He comes alongside them and paints a picture of how everything can work together to lead them in a single, purposeful direction. Through the planning process, he helps them clearly see how each financial decision affects multiple areas of their financial life and the ripple effect they create over decades. Because of this, his clients are empowered to make intentional, confident decisions about their wealth.
Luke is passionate about advising clients on their entire financial picture. He focuses on intergenerational planning for families and private businesses, and he is often the first person to paint a picture of what the next 30 or 40 years could look like for a client and their family. With extensive experience in asset transfer and business succession strategies, he delivers valuable support for these complex areas of planning. Equally valuable is his specialty in charitable giving strategies; as a Chartered Advisor in Philanthropy®, he brings a high level of technical expertise to augment his clients' charitable goals.
Job Titles:
- Portfolio Manager Specialist, Fixed Income
Job Titles:
- Senior Portfolio Manager, Private Client Services
Job Titles:
- Member of the Private Client Services Team
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Portfolio Manager, Private Client Services
"If I can educate smart, successful people about how their money works, they will inevitably make great decisions about what to do with their wealth." - Matt Longan
As a Partner and advisor in the firm, Matt helps people organize and optimize their resources in a way that aligns with their values and goals. He likens financial planning to cooking-oftentimes, people end up with so many "ingredients" in their portfolio (401(k)s, insurance policies, investments, etc.) and no clear idea of how to fit them together in a cohesive, intentional way. He helps them design a "recipe" that aligns with their idea of a great life, and then works with them to identify which ingredients need to be tweaked or added, and how to implement everything to create the best possible outcome.
He provides a comprehensive planning experience, and with more than 15 years in the industry, he helps clients address everything from basic insurance needs to complex business succession strategies and all the elements in between. Many of his clients are in the medical field, and he specializes in helping them create a clear path to retirement and beyond.
Job Titles:
- Member of the NMWMC Investment Consultant Team
- Senior Director, Advisory Investments
Job Titles:
- Member of the Fixed Income Team
- Chief Portfolio Manager, Fixed Income
Job Titles:
- Senior Investment Consultant
Job Titles:
- Member of the Private Client Services Team
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Senior Investment Research Analyst, NMWMC Research
Job Titles:
- Member of the Large Cap Equity Team
- Associate Portfolio Manager, Equities
Job Titles:
- Member of the Private Client Services Team
- Portfolio Manager, Private Client Services
Job Titles:
- Director of Client Relations
Tiffany joined Northwestern Mutual in 2013 and Chisholm Trail Wealth Planning in 2022. Tiffany graduated from Oklahoma City University and has built a solid foundation in client relations and insurance services. In her role as Director of Client Relations at Chisholm Trail Wealth Planning, Tiffany:
Guides clients through the onboarding process, facilitates the opening of new accounts, and cultivates enduring relationships with them.
Serves as the primary point of contact for all clients' insurance needs.
Manages the underwriting process to ensure smooth and timely service.
Oversees scheduling and coordinates various client services.
Enhances the overall client experience with her dedication and attention to detail.
Outside of her professional commitments, Tiffany enjoys staying active and traveling with her husband, Sam. She values exploring new places and maintaining a healthy lifestyle, which complements her energetic approach to client relations.
Job Titles:
- Research Analyst, NMWMC Research
Job Titles:
- Senior Research Analyst, NMWMC Research
Job Titles:
- Financial Planning Analyst
Tripp started with Northwestern Mutual in 2021 as a Financial Representative and joined Chisholm Trail in 2022. Tripp is the third generation of his family to graduate from Oklahoma State University, finishing school with a Bachelor of Science in Finance.
Tripp's role on our team includes:
Managing existing client relationships
Drafting financial plans
Assisting clients through the onboarding process, scheduling, and assisting in any way that he can!
Tripp was born and raised in Frisco, Texas, but has strong ties to Oklahoma on the Owen side of the family. Some of Tripp's ancestors participated in the Land Run of 1889 and Tulsa's Owen Park is named after another ancestor, Chauncey Owen, for his contributions to the area. Tripp has Muscogee (Creek) Nation ancestry. His family on his mom's side, the Kernan's, comes from Milwaukee, Wisconsin. Tripp's grandparents and their children moved to Shawnee, Oklahoma when the kids were young and now reside on Lake Eufaula.
When he's not at work, Tripp enjoys traveling, being outdoors, spending time with his friends and family. He grew up playing competitive sports and remains active with golf, soccer, basketball, snow skiing, watersports, and more. He is a loyal Oklahoma State fan and has ties to many professional teams.
Job Titles:
- Member of the Private Client Services Team
- Associate Portfolio Manager, Private Client Services