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ChappelWood Team

ChappelWood Team

Victoria Woods - Founder, CEO and Chief Investment Advisor

For more than a quarter century, Victoria has been a Premier Advisor to affluent clients, and is recognized as a leader in the Investment Advisory industry.

You may have seen Victoria featured in Newsweek magazine's "Financial Planning Guide". She is the author of the book It's All About the $Money, Honey! and has appeared as a financial correspondent on the Today show, Fox News, Fox Business, and CBS, NBC, and ABC affiliates across the nation. She can be heard as co-host of It's All About the $Money, Honey! on NewsRadio 1000 KTOK in Oklahoma City and NewsTalk 960 KGWA in Enid, OK.

She was selected as a Delegate to the White House Conference on Small Business and served as a member of the President’s Advisory Board. She was also named the National Association of Women Business Owners “Best of the Best,” and nominated as one of the Journal Record’s 50 Most Influential Women in Oklahoma City. She currently serves as Finance Chair for the Oklahoma Commission on the Status of Women.

Clients have benefited from Victoria's experience in working with High Net Worth households and Mid-Tier Millionaires.

Victoria counts her 31 year marriage to Larry Woods as one of her greatest accomplishments.  She is a loving grandmother, godmother, and aunt, and enjoys spending time with Reno, her adorable canine. She loves her business and volunteer work, public speaking, golf, reading, art and traveling.

Damon King, CFP® - Investment Advisor

Damon is a CERTIFIED FINANCIAL PLANNER™ professional, independent Investment Advisor, insurance professional, and charitable giving advisor with ChappelWood Financial Services specializing in preservation of assets, income planning, tax efficiency, and legacy planning.

Through 12 years of experience as a charitable gift planner working with affluent individuals and families, Damon came to believe that passing on values is just as important as passing on assets. He chose to expand his service to comprehensive financial planning and investment advisement, developing strategies for families to achieve their financial goals and preserve their values and legacy for future generations.

Damon co-hosts the radio show It’s All About the $Money, Honey! on NewsRadio 1000 KTOK in Oklahoma City and 960 KGWA in Enid. Through his speaking engagements and financial enrichment classes, Damon emphasizes the importance of managing cash flow in retirement, preserving assets, making the right Social Security decisions, minimizing taxes, and efficiently passing on values and assets. He was recognized as the 2012 Volunteer of the Year by the Oklahoma Center for Nonprofits.

Damon is married to Kathleen and has two sons, Gabriel and Caleb.

Shelley Myatt - Director of Client Services

Shelley is a native Oklahoman and serves as Director of Client Services at ChappelWood Financial Services. She processes all client applications, maintains client accounts, and fosters relationships with clients. She is the liaison between ChappelWood and our professional partners. Shelley brings decades of experience in the banking and mortgage industry.

In addition to her credentials in finance, she has also spent ten years as an instructor in marketing and business communication. She received her MBA in marketing from Oklahoma City University and BS degree from the University of Oklahoma.

Shelley is married to Dr. Kent Studebaker and is a first time grandmother!

Vernon Walker, CPA - Senior Tax Advisor

Vernon is a seasoned professional CPA with more than 30 years' experience. He prepares tax returns for CFS clients and specializes in tax planning strategies to help clients manage the ever changing tax environment. His vast experience includes personal income, business and self-employment income, and rental property income.

Reno - Greeter/Security

Reno is a handsome 5 year old Shitzu mix with outstanding qualifications as part time greeter and head of security patrol. His charming personality and positive demeanor are enjoyed by all at ChappelWood. Reno most enjoys the company of his parents and rescuers, Victoria and Larry Woods and napping on the couch. Reno is groomed and regularly participates in Client Advisory Board Meetings and special events. He has been known to occasionally race through the halls at ChappelWood demonstrating his delight in his job duties.

Adam Elover, CFA - City National Rochdale Director, Senior Portfolio Manager

Adam joined City National Rochdale (formerly Rochdale Investment Management) in 2006. He works closely with each client’s advisor to develop a customized portfolio based on the client’s investment objective, time horizon, income needs, and tolerance for market volatility. In this role, he is responsible for the investment strategy implementation and monitoring of private client portfolios, as well as direct relationship management.

Prior to joining City National Rochdale, Adam worked in the Investment and Wealth Management division at Mercantile Safe Deposit & Trust Company, where he designed and analyzed client portfolios for conformity to model portfolios using individual security and sector analysis. Additionally, he was employed with Legg Mason Wood Walker, where he balanced the general ledger accounts of their mutual funds.

Adam earned his BS in Finance from the Robert H. Smith School of Business at the University of Maryland and his MBA in Finance from the Merrick School of Business at the University of Baltimore. He holds the Chartered Financial Analyst® designation and is a member of the CFA Institute. Neither Adam nor City National Rochdale are affiliated with ChappelWood Financial Services.

Vern Montross, CFA - City National Rochdale Managing Director, Senior Investment Consultant

Vern Montross, CFA is a Senior Investment Consultant with City National Rochdale and is available as a resource for our clients with Rochdale accounts over 1 million dollars.   In his 13 years of experience in the financial services industry, he has gained a reputation being" a go to expert" on asset allocation. He also serves as a member of the Advisory Board for the Blue Cure Foundation. Mr. Montross has the Chartered Financial Analyst designation in addition to his multiple college degrees from Texas A&M University and the University of Texas. We encourage our clients to schedule a time to meet with Vern to discuss important factors in your portfolio such as the risk and income construction of your portfolio.  Rochdale is one of our core money managers and we appreciate the level of service they provide to our clients.  Neither Vern nor City National Rochdale are affiliated with ChappelWood Financial Services.

April Perez - City National Rochdale, Business Development Specialist

April joined City National Rochdale in 2015. Based in Houston, she provides support to the Senior Investment Consultants in the Texas region, including Oklahoma. In her role as Business Development Specialist, April is responsible for maintaining a relationship with ChappelWood Financial's advisors and clients.

April was most recently employed by TLC Wealth Management, Inc. where she was responsible for providing client service and financial planning support to high-net-worth clients. Prior to joining TLC Wealth Management, she served as a Retirement Specialist for VALIC. April earned her B.B.A. from Sam Houston State University. Neither April nor City National Rochdale are affiliated with ChappelWood Financial Services.

Ron Bittone - Clark Capital Management Group, Investment Consultant

Ron is an Investment Consultant with Clark Capital Management Group in the mid-west and western part of the United States. He is responsible for supporting Clark Capital’s partnership with ChappelWood Financial in our dedication to affluent families, high net worth individuals, foundations, and retirement plans. Ron and his team specialize in providing highly customized and long-term investment solutions with a level of sophistication typically reserved for high net worth and institutional investors. 

Ron served in a variety of roles during a 22 year career with Merck and Co. Inc. including product marketing, sales and sales management and business analytics. He began his career with Bristol Myers Squibb, after graduating with a B.S. in Chemistry and a M.B.A in Marketing from St. Joseph’s University.

Neither Ron nor Clark Capital Management Group are affiliated with ChappelWood Financial Services.

Zach Perch, CFP® - Clark Capital Management Group, Relationship Manager

Zach is a CERTIFIED FINANCIAL PLANNER™ professional  and works with ChappelWood Financial as an investment and strategy specialist at Clark Capital. Zach is a licensed internal sales consultant dedicated to educating clients on available strategies. He has a thorough understanding of the financial markets and the implications to client portfolios.

Neither Zach nor Clark Capital Management Group are affiliated with ChappelWood Financial Services.


 

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