Your money management team all sit in the same room. Literally, we can turn around and discuss your portfolio as a team at a moment’s notice. We can set up a client meeting in person or over a video call to review your portfolio together.
Todd earned his BBA in Financial Services from Baylor University in 1992. He earned the Chartered Financial Analyst (CFA) designation in 1999 and is past president and board member of the CFA Society of Oklahoma. On Wednesday’s at lunch time (since the market crash of 2008), “Mr Todd” reads to kids at Positive Tomorrows (a school for homeless children). He has served as Chair for the board of Young Life of Oklahoma City. Currently he is on the board for Young Life Latin America. He and his wife Candyce have 4 children. They enjoy travelling to Central & Latin American and practicing their “Spanglish.”
Assistant portfolio manager/analyst
As a second-generation immigrant, my goal had always been clear: Work hard to create a better life for my family. In 2012, I graduated with a degree in finance from Oklahoma City University. I became interested in investments because I believe that it can be considered a universal language that can be applicable around the world. I serve as part of the board of the Asian District Cultural Association here in Oklahoma City as a way of giving back to the community.
I am a foodie. Consumption and Cooking. (The process is just as important as the results).
Live music. Just started to play the keyboard.
Associate financial planner
I was born and raised in Oklahoma, and I love it here. I went to Norman High, and later the University of Oklahoma, and now I live in Oklahoma City with my Fiancé, and soon to be wife. I couldn’t imagine living and working anywhere else.
My background is in development and sales, specifically working as the Director of Business Development for a community bank owned trust that provided benefits for banks in Oklahoma and Texas and as the Regional Fundraising Director for the American Red Cross of Oklahoma. It was being around bankers where I learned the importance of financial responsibility and around disaster victims where the consequences of not being financially healthy, were made painfully aware to me.
In my free time, I enjoy going to the movies, playing golf, hanging out with friends, OU Football, and serving on the Young Professional’s Board at the Hough Ear Institute.