Dillon Lambert has been working as the Vice President of Operations since May 2017. In this role, he manages client relationships, constructs retirement plans, and assists in investment related activities.
Dillon is a registered representative with Geneos Wealth Management, Inc. He currently holds his FINRA Series 7 and 66 licenses. He also holds his Life, Health and Accident Insurance license with the State of Oklahoma Department of Insurance.
Dillon is born and raised in the Ardmore area. He attended and graduated from Plainview public schools. In 2013, Dillon graduated from the University of Oklahoma with a Bachelor’s in Multi-disciplinary Studies.
Upon graduating Dillon has spent time as an Oil & Gas Lease broker, insurance salesman, and a brief stint in construction. When asked about his past work experience he shared, “I feel that every job I’ve held to this point has brought me here. I can draw from experiences at each position to continue to better myself and provide great value to our clients.”
Outside of work Dillon enjoys playing and watching organized sports and spending time at the lake with his friends and family. He currently serves as an ambassador for the Ardmore Chamber of Commerce and participates in Ardmore Young Professionals.
His thoughts on the future: “I’ve only begun to scratch the service in this industry. I’m so excited to continue to learn on my own and having someone like Ryan is a huge asset. There is always something to learn to benefit our clients and I really enjoy that part. My favorite, of course, is the relationships and interactions we get to foster in this business. I’ve truly found a way to help people and I love that.”