People are my passion, traveling the world (cruising is my specialty), sports fan – Football is mandatory growing up in Texas, golf is my sport of choice, managing successful businesses, serving my community and living life with a passion is why I get up, dress up and show up everyday! We have found our clients goals are very similar, they want to wake up everyday with the confidence in knowing they can spend what they want, on what they want and on who they want! Public speaking and my radio show, “Its All About the $Money, Honey!” allows me to share my experience, success and passion for serving, encouraging, motivating and supporting those that are motivated to create and live their Best lives.
As Chief Investment Advisor and Founder and CEO of ChappelWood Financial Services, an advisor to affluent clients for over 25 years, I am proud my firm is recognized as a leader in the investment advisory industry. Featured in Newsweek magazine’s “Financial Planning Guide.” Author of the book, “It’s All About The $Money, Honey!” and appearing on the Today Show- Meredith Vieria, Success Today- Bachelor Bob, Fox News, Fox Business, CBS, NBC and ABC affiliates across the nation. Hosting a weekly radio show, “It’s All About the $Money, Honey!” on iHeart Media and success and experience in working with high net worth households and mid-tier millionaires has been a dream.
Specialties: Wealth Management Motivation Successful Business Strategies Global Wealth Management Award-Greece Gold Premier Consultant Successful Advocate for Mandatory Financial Literacy Legislation Visionary, Founder of the Financial District of Oklahoma Recognized by the President and Elected to the White House Conference on Small Business Recognized by Governor Frank Keating as Woman of the Year Author of “It’s All About the $Money Honey!” National Association of Women Business Owners (NAWBO) “Best of the Best” Award Innovator of the Year, 50 Most Influential Women Business Woman of the Year – “A Tribute to Leadership” Investment Lecturer Royal Caribbean Cruise Line Gold Forum Community Inspiration Award Business of the Week Best of Business Award Governor Appointed Commissioner for the Status of Women Current Wealth Management Field Advisory Board Specialties: Wealth Management, Strategic Planning, Analysis, Financial Plans, Investment Solutions, Retirement Specialist, Annuities, Life Insurance, Long Term Care.