Here, we help business and personal clients create intentional lifestyles through proactive planning. Our team is focused on customer service and continuously providing and exceptional experience to all of our clients.
If you would like to schedule an appointment or request any other service, please let us know. Our team will respond promptly.
Philip H. Pedlow III
Philip was born in Baltimore, Maryland but raised in Oklahoma where he graduated from Bishop McGuinness Catholic High School. In 2002, Mr. Pedlow joined Northwestern Mutual while finishing his Bachelor of Science in Economics at the University of Oklahoma. He enjoys running his financial service and advisory practice in Oklahoma City to help clients with their business and personal planning, investments, insurance and wealth management needs.
Philip and Callie have been happily married for 4 years. Together they have 1 daughter. In his spare time, Philip enjoys playing golf, spending time with his family, and is an avid University of Oklahoma Football fan.
Philip is actively involved in his community, and regularly volunteers his time and energy with the following groups:
Meagan is an Oklahoma City native and graduated from Heritage Hall before receiving a Bachelor of Science in Petroleum Engineering from the University of Oklahoma. She has spent the past several years in the business side of the energy sector before joining Philip Pedlow’s Team in 2018. She is excited to help our clients manage their money and take control of their finances.
Meagan and Ryan have been together since 2015. Together they raise their son. Away from the office, you can find her spending time somewhere outside with her family or having dinner with friends!
Meagan is actively involved in her community, and regularly volunteers her time and energy with the following groups: