Covenant Multifamily Offices has acquired Oklahoma City-based Covenant Financial Services.
The two firms had no working relationship prior to the acquisition.
As part of the partnership, Scott Duncan, founder of Covenant Financial Services, will join Covenant Multifamily Office as a senior wealth advisor. Joining Duncan are wealth advisors Raquel Lopez and Oliver Norman, along with senior client service associates Donna Herndon and executive assistant Clair Neeley.
Covenant Multifamily Office has now expanded its wealth management company to four locations, with offices in Dallas, San Antonio and Austin in Texas, and Oklahoma City.
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