Sutterfield Financial Group, Inc.
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Meet Our Team

Trevor Sutterfield

President and CEO

Meet Trevor

Shelly Sutterfield

Chief Financial Officer

Meet Shelly

Kathy Davis

Vice President – Insurance

Meet Kathy

Kelli Edwards

Vice President

Meet Kelli

Zach Hyden

General Counsel

Meet Zach

Jessica Graves

Investment Division Manager

Meet Jessica

Kaycie Hall

Executive Administrative Assistant to Trevor Sutterfield

Meet Kaycie

Kacy Miller

Legal Assistant

Meet Kacy

Karen Thill

Accountant

Meet Karen

Kristine Odden

Accountant

Meet Kristine

Beth Combs-Kelton

Retirement Client Services

Meet Beth

Janice Ontiveros

Investment Division Analyst

Meet Janice

Julie Makovec

Administrative Assistant

Meet Julie

Tara Price

Executive Administrative Assistant

Meet Tara

April Kennedy

Staff Accountant

Meet April

Elisa Moulton

Client Services - Investments

Meet

Marci McMurtrie

Administrative Assistant

Meet Marci

Faye Duncan

Staff Accountant

Meet

Sutterfield Financial Group, Inc.
501 E Fourth Street
Bartlesville, OK 74003
918 338 2255
800 291 5778

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Disclosure

Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/ SIPC. Headquartered at 80 State Street, Albany, New York, 12207. Investment Advisory Services are offered through Sutterfield Financial Group, Inc., an SEC Registered Investment Advisor. Purshe Kaplan Sterling Investments and Sutterfield Financial Group, Inc. are not affiliated companies.

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