Broker Check

Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Victoria Woods

Victoria Woods

Chief Investment Advisor/CEO

405-348-0909

405-359-5042

Shelley Myatt

Shelley Myatt

Director of Client Service

405-348-0909

405-359-5042

Pamela Epperson

Pamela Epperson

Director of First Impressions

405-348-0909

405-359-5042

Vernon Walker

Vernon Walker, CPA

Senior Tax Advisor

405-348-0909

405-359-5042

Reno Woods

Reno Woods

Greeter/Security

Adam Elover

Adam Elover, CFA

Senior Portfolio Manager City National Rochdale

405-348-0909

405-359-5042