Investment Advisor Representative
Ted is a Certified Financial Planner™ and holds two degrees from the University of Oklahoma: an undergraduate degree in Finance and a master’s degree in Business Administration. Ted has more than 25 years of financial experience, primarily in the area of asset management.
He is a member of the Financial Planning Association and is a current member and past President of the Oklahoma City Estate Planning Council. He and his family are members of Christ the King Catholic Parish and he recently served on the Parish Council. Ted previously served on the planned giving committee at Christ the King and the board of the Heartland Rotary Club.
Investment Advisor Representative
Melinda is a Certified Financial Planner™ and graduated from the University of Central Oklahoma with a degree in Business Administration. She holds the Accredited Investment Fiduciary™ professional designation. AIF® designees have received comprehensive instruction that represents a thorough knowledge of investment fiduciary standards of care. Melinda currently serves on the board of the Oklahoma Association of Charitable Gift Planners, Integris Hospice and Hospice Foundation of Oklahoma.
Melinda is a member of the Financial Planning Association, the Oklahoma City Estate Planning Council and the National Association of Gift Planners. She previously served on the boards of the Society of Financial Professionals and the Baptist General Convention of Oklahoma. She is a past member of the American Council of Gift Annuities. Melinda has previously served on the building committee and finance committee of her church, Woodland Hills Baptist Church. Melinda previously worked for The Baptist Foundation of Oklahoma for 26 years, primarily in the areas of estate planning and beneficiary services.
Debbie serves as Director of Client Relations, joining the firm in 2008. She has over 10 years of financial industry experience and 40 years of customer service expertise.
Debbie worked in the insurance industry for more than 25 years, primarily as a supervisor in personal lines, but had experience in multiple lines of insurance as well as agency operations. Debbie also served churches throughout the state of Oklahoma and the nation, working in the Evangelism Group with the Baptist General Convention of Oklahoma. She worked in the Fundraising and Planned Giving area with Oklahoma Baptist Homes for Children as well.
Debbie lives in Edmond with her husband and serves the community through her church, Faith Baptist Church of Guthrie; where her husband is a bi-vocational pastor. She serves as the outreach leader, Sunday School teacher, as well as coordinator for community events, feeding programs and clothing programs. She is also grandmother to an active four-year-old grandson.
Kelley graduated from the University of Oklahoma in 2013 and holds a bachelor’s degree in Communication with focused coursework in Organizational Communication and Non-profit Communication.
Upon graduation, Kelley accepted a job at Chesapeake Energy where she worked for just over 4 years. Kelley held several roles within the organization; initially providing administrative support to leadership in the IT department and most recently working as a technician in the Environmental – Air Compliance division.
Kelley was recently married in February of 2018. She and her husband reside in Oklahoma City where they are members of Christ the King Catholic Church. She currently serves as a coach for the Clancy Club middle school cross country team alongside several other young-adult coaches. She and her fellow coaches help to encourage positive sportsmanship, team building, and positive self-image among their middle school team members. Kelley also serves on the Alumni Board for Bishop McGuiness Catholic High School.