Our People

Wm. Stan Bivin, CFP®, President, has owned or operated businesses in northern Oklahoma since 1974. Bivin is an Investment Advisor Representative with Bivin & Associates, Inc. He has worked in financial planning and investment management since 1987. He completed studies for the Certified Financial Planner® designation through the College For Financial Planning, Denver, Colorado. He is a member of the Financial Planning Association. Bivin is a graduate of the Oklahoma State University, where he studied journalism and business. After graduating in 1971 he served as an officer in the United States Navy, both in the Communications Center of the Chief of Naval Operations, Washington, D.C., and aboard the destroyer USS Laffey (DD-724). Through the years he has been active in the community and his church. Mr. Bivin's business background includes broadcasting and service as a bank trust officer. He is a former Eagle Scout and past president of the Will Rogers Council, Boy Scouts of America. Wm. Stan Bivin is a Registered Principal with SagePoint Financial, Inc. and is the chairman of the  Bivin & Associates, Inc. Investment Committee.  Mr. Bivin enjoys helping clients reach their financial planning and investment goals.  Bivin and his wife Suzy, are committed citzens of Northern Oklahoma giving back to the community through service and participation. 

Julie Brown,, RP^®, CRPC®^, is an,  Investment Advisor Representative with Bivin & Associates, Inc. and has been a member of our team since 1994. She received certification as a Registered Paraplanner in June, 1991 and her certification as a Certified Retirement Planning Counselor in September 2011through the College for Financial Planning. She is primarily responsible for trading, account administration of the managed account platform, and assists with compliance, operations and office management.  She is also a member of the Investment Committee and serves as Compliance Assistantant along with William Bivin. Prior to joining our company, she held several key positions in the banking industry. Ms. Brown is also a Registered Representative with SagePoint Financial, Inc.  Ms. Brown holds an Associates Degree in Business from Northern Oklahoma College, Tonkawa. Julie and her husband Paul were born and raised in Ponca City and she is actively involved in her community and has served on numerous boards. She and her family are active members of their church. Ms. Brown and her husband Paul are parents of daughters Allison and Mollie.

 Jason Bivin, Investment Advisor Representative with Bivin & Associates, Inc, rejoined the team in January 2008 after spending several years away hiking the Appalachian Trail and the Pacific Crest Trail. He is a Registered Representative with SagePoint Financial, Inc. Jason's primary responsibilities include portfolio management and investment research.  Jason is also a member of the Bivin & Associates, Inc. Investment Committee.  He has worked in the financial services industry with US Bank, N.A., Wells Fargo Bank, N.A. and Bivin and Associates, Inc. He has studied Marketing and Management at Northeastern State University and Oklahoma State University. Jason is active in both church and community. He is an Eagle Scout and continues to support the Boy Scouts of America through various volunteer efforts.

Amber Orr, Associate and Administrative Assistant for Bivin & Associates, Inc.graduated with a Bachelor of Science degree in Management Information Systems, from Oklahoma State University, Stillwater, OK. Ms. Orr joined Bivin & Associates, in 2004. She is an integral part of our team and her responsibilities include file organization, preparing client meeting reports, managing the firms "green" agenda and leading customer service efforts. Ms. Orr is active in both church and community. She and her husband Casey, have two children Gracie and Jackson. Amber Orr is not registered with SagePoint Financial, Inc.

Lacy Arnold, Associate, joined our team as an Administrative Assistant in May of 2008. Ms. Arnold worked with the Ponca City News, where she gained knowledge and customer service skills working the circulation desk and accounts receivables. Ms. Arnold's current responsibilities include customer service, project management, and day to day operations in the front office.  Lacy is also the firms marketing and information lead, coordinating  all client communication.  Lacy, a Ponca City, OK native has an Associates Degree from Northern Oklahoma College in Social Sciences. In her spare time she enjoys spending time with her husband Mike and daughters, Haley and Shelby. Lacy Arnold is not registered with SagePoint Financial, Inc.