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.