Jenee Naifeh Lister - Wealth Management Advisor

Jenee Naifeh Lister is a Wealth Management Advisor in Oklahoma City providing high net worth clients a wide array of investment services including wealth management, retirement planning, estate planning, and investment development. After graduating Casady School in 1982, Jenee completed an undergraduate degree in Finance and Economics from Oklahoma State University. Jenee joined her current firm in 1988. In 2004, she earned the Certified Investment Manager Analyst (CIMA®) designation through the Investment Management Consultants Association in conjunction with the Wharton School at the University of Pennsylvania. Jenee currently serves on the Board of Trustees of Casady School, Oklahoma City University, and The United Way of Central Oklahoma. Jenee and her husband, Darren, reside in Oklahoma City. They have two children, Dylan age 33, and Madelyn age 19, a current student at Tulane University.