Laura is an internal bookkeeper and receptionist for BentOak Capital. Laura began working for BentOak in 2016 as the bookkeeper one day a week and now works ful... Read more.
Marley joined our team in the summer of 2020. She is a graduate of Texas A&M University where she received a Bachelor of Science degree in Agricultural Ec... Read more.
AJ is a Wealth Advisor at BentOak Capital, based in the Lubbock office. In this capacity, he collaborates with clients to articulate and pursue their financial ... Read more.
Calynn came to BentOak Capital with experience as a Wealth Advisor and serves as our Marketing & Communications Director. Calynn brings 8 years of industry ... Read more.
Madison is a Wealth Advisor at BentOak Capital and works primarily in the Fort Worth office. Madison believes the role of a financial planner is to help clients... Read more.
Hayden is a Wealth Advisor at BentOak Capital working primarily in our Weatherford office. Hayden enjoys meeting with clients to help them pursue their goals an... Read more.
Michael is Chief Investment Officer at BentOak Capital where he oversees the firm’s overall financial planning and investment management process. He also work... Read more.
Chris is the Director of Financial Planning at BentOak Capital where he works with clients to help them clarify and pursue their goals. Among other duties, he ... Read more.
Keith is a Wealth Advisor with Legacy Financial Management, a branch office of BentOak Capital in Lubbock, TX. Keith manages the Lubbock branch office providi... Read more.
As Chief Compliance Officer and Director of Business Operations of BentOak Capital, Stefan heads up the team’s compliance program, manages day-to-day business... Read more.