Team
Trey has a Bachelor’s degree from Rice University in Physics and Math. He holds the prestigious designation of CERTIFIED FINANCIAL PLANNER™ professional. He is also a retired Navy Captain. He has broad experience, working...
Susan has a Bachelor’s degree and Masters of Accounting from Rice University and Doctor of Jurisprudence from the University of Texas. She has extensive experience as a CPA and attorney working in the public and private sectors...
Ashley has a Bachelor’s Degree in History and Religious Studies from Oklahoma State University. Ashley worked as a Financial Advisor in the insurance and financial services industry, for six and a half years, before coming to...
Joe has a Bachelor’s Degree in Liberal Arts from the University of Oklahoma, with additional Accounting studies through the University of Central Oklahoma. Joe spent three years working for an insurance company, before coming to...