Featured In:                        

ChappelWood Staff

ChappelWood Staff

VICTORIA WOODS

Chief Investment Advisor and CEO

"The name Financial Diva is a perfect title for a strong and powerful self-made woman who is committed to every person reaching financial independence so they can live life to the fullest rather than being preoccupied with financial struggle"

- Lea Black, star of The Real Housewives of Miami, entrepreneur, and author 

VICTORIA WOODS is Chief Investment Advisor and President of ChappelWood Financial Services. As a Premier Advisor to affluent clients for more than 28 years, she 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 White House Conference Delegate 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 Oklahoma City’s Journal Record’s 50 Most Influential Women. She currently serves as Finance Chair for the Oklahoma Commission on the Status of Women.

Clients have benefitted 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 KING is a CERTIFIED FINANCIAL PLANNER™ professional, licensed Investment Advisor, and licensed insurance professional at ChappelWood Financial Services specializing in preservation of assets, income planning, tax efficiency, and legacy planning.

Damon served families and non-profit organizations for 12 years as a charitable gift planner. Through that work, he 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. He now develops strategies for affluent households to achieve their financial goals and preserve their values and legacy for future generations.

You may have heard Damon 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.

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

SHELLEY MYATT

Director of Client Services

SHELLEY MYATT is a native Oklahoman and serves as Director if Client Services at ChappelWood Financial Services. She processes all client applications, maintaining client accounts, databases, scheduling, and fosters relationships with clients and is liaison with our professional partners. Shelley comes to ChappelWood with 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!

RENO

Security Patrol/Greeter

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.


 

Website Design For Financial Services Professionals | Copyright 2017 AdvisorWebsites.com. All rights reserved