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.