Serving clients since 1985.
Get in touch
.png)
Your full wealth picture, in one place
Multiple perspectives. One team
Kenny
Green, CFP®
Kenny
Green, CFP®
Kenny Green, CFP®, leverages over 26 years of experience to help investors build resilient, diversified portfolios. Based in Oklahoma and serving clients nationwide, Kenny specializes in blending traditional assets with innovative, disruptive companies to pursue sustainable growth. His expertise lies in navigating market cycles with a disciplined perspective, ensuring every strategy is grounded in preparation and a commitment to helping clients strive for better financial outcomes through professional guidance.
Kenny is driven by the Zig Ziglar principle: “You can have everything in life you want if you will just help enough other people get what they want.” Inspired by his mentor and a belief in prudent stewardship, he traded a corporate career to guide others through the complexities of investing. To Kenny, financial planning is a calling to provide the steady leadership necessary to help families turn their aspirations into lasting progress.
At home and in the office, Kenny partners with his wife, a mainstay of the practice since 1993. A man of deep faith, he finds balance outdoors, whether golfing, hunting, or enjoying the Oklahoma landscape. When he isn't analyzing market trends, Kenny is likely pursuing faith-based interests or spending time with family, staying optimistic that steady, principled effort creates the most meaningful results.
.svg)
Cheryl
Green
Cheryl
Green
With more than 25 years of industry experience, Cheryl Green partners with individuals, families, and small businesses to build and manage multi-generational wealth. Based in Bartlesville, Oklahoma, she and her team serve a diverse client base across the United States. Cheryl specializes in converting complex financial objectives into actionable wealth strategies designed for long-term objectives and financial legacies. Cheryl approaches financial planning with a focus on structure and growth. She identifies opportunities within client resources to develop strategic blueprints intended to last. Outside of the office, Cheryl lives in Oklahoma with her husband, Kenny, with whom she has worked in the financial services industry since 2001. They have one son and are active in their community through the rehabilitation and renovation of local properties.
Morgan
Barnhill
Morgan
Barnhill
Morgan Barnhill serves as the Operations Manager and an Investment Advisor Representative for First Investment Corp at Farther. Since entering the financial services industry in 2013, she has built extensive experience in operational workflows, administration, and client relations. Holding her Series 7 license since 2018, Morgan manages a dedicated group of her own clients while working directly with two senior advisors in her office to execute transactions and coordinate daily account needs. Her core expertise lies in streamlining administrative tasks so that clients experience consistent and dependable support.
Her commitment to financial services is driven by a genuine desire to solve problems and provide reliable communication. Morgan approaches her dual role as both an advisor and operations manager with the goal of making wealth management processes clear and accessible. For her, every client inquiry is an opportunity to provide structural support that helps families navigate their daily financial operations smoothly.
Originally from Bartlesville, Oklahoma, Morgan and her husband merged their families in 2014 and are the parents of four daughters. Their household includes two dogs and a rabbit. Outside of work, Morgan enjoys camping at local state parks and spending time swimming with her daughters during the summer.
Marty
Ruark
Marty
Ruark
Marty Ruark manages back-office operations for First Investment Corp at Farther, specializing in money movement, trade confirmations, and data management. As the first point of contact for clients, she guides individuals through operational processes and administrative requirements. By directing data and transaction processing, she helps clients navigate life events with structural support and continuity.
Her focus on financial administration is driven by a commitment to client service. Marty transitions technical, behind-the-scenes tasks into organized workflows for the families the firm serves. She approaches each inbound call and processing task as an opportunity to build operational consistency, solve administrative problems, and maintain clear communication.
Outside of the office, Marty lives in Southeast Kansas with her husband, two dogs, and their cat. She has one daughter who will graduate from college next year. Her personal interests include spending time with her family, being outdoors, gardening, and silversmithing.
