We Are Pleased To Introduce Mark McCullough As Our Colleague
As our clients and friends…we want you to be the first to know! Mark McCullough has joined our firm as a Financial Advisor!
Mark McCullough, BS, MS, JD, holds a Series 65 License and is studying toward his CFP® designation. Mark brings to the firm a wide variety of education and experience. He has a Bachelor of Science in Agriculture and Masters of Science in Technology Education from Oklahoma State University and a Juris Doctorate from the University of Tulsa. Mark is a licensed attorney in Oklahoma, Illinois and Indiana.
He served two years in Africa in the U.S. Peace Corps. Mark has also served in state government as an Assistant Attorney General in Illinois, as a Deputy Prosecutor with the Indianapolis Prosecutor’s office, and as a Legislator for 10 years in the Oklahoma House of Representatives where he served as the Chairman of the Judiciary Appropriations and Budget Committee.
While serving in the Legislature, Mark ran a successful law practice focusing on Estate Planning, including complex and simple estate plans, wills, trusts and probate. In his work as an Estate Planner, he counseled clients on many areas of their financial lives: investments, taxes, estate planning, insurance, and charitable intent. We are excited for Mark to bring this exceptional experience and skillset to bear on our client’s behalf.
He is married to his lovely wife of 20 years, Charlotte and they have two energetic boys, 14 and 12. Mark is active in his local church and serves on the TU Law Alumni Board.
Please join us in welcoming our new colleague: Mark McCullough. We look forward to introducing you to Mark in person the next time you are in the office and we hope that will be soon.
Author: Warburton Capital
Jonathan Hall is the CEO and President of Warburton Capital Management and a member of the Board of Directors. Jonathan has been a member of the Warburton Capital team and a principal of the firm since 2013. As President of Warburton Capital, he manages day-to-day operations, leads the firm’s advisory and operations teams, and directs efforts to attract and retain talent. As a member of the firm’s Board of Directors, he works with the firm’s Founding Principal and the Board of Directors to derive and implement strategic decisions regarding the direction of the firm such as mergers and acquisitions, new lines of business, and business development. Jonathan is a CERTIFIED FINANCIAL PLANNER™ Practitioner; he guides his clients through a life of financial purpose, helping them to define and achieve their goals as a fee-only fiduciary financial advisor. Jonathan earned a B.A. in History, a B.A. in Government, and an M.B.A. from Oral Roberts University, where he served as President of the ORU Graduate Business Association. He further earned a Master of Science in Financial Services (M.S.F.S.) with an emphasis in Financial Planning from Saint Joseph’s University. Jonathan has served as an Adjunct Professor of Finance at ORU teaching Personal Financial Planning and Capital Markets. Jonathan was recognized in 2016 as one of Tulsa’s “40 Under 40.” Jonathan is a graduate of Leadership Tulsa, Class 51. From 2020-2021, he served as the President of the Board of Directors for Emergency Infant Services and had served on that Board since 2014. He served from 2023-2024 as a Trustee at the Tulsa School of Arts and Sciences (TSAS). In 2019, City Councilor Phil Lakin appointed him to the City of Tulsa Sales Tax Overview Committee, representing District 8. In 2020, he was appointed by Governor J. Kevin Stitt to the Oklahoma Commission on Children and Youth, serving as a member representing Business & Industry. In 2022, Governor Stitt re-appointed him to that Commission, and he was elected Secretary by his peers. Jonathan and his wife of 12 years have three children and a beloved family Golden Retriever. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. View all posts by Warburton Capital
