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AJ Bunn
CFP ®
CRPS™
Wealth Advisor
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Tanner Castle
CFP ®
Wealth Advisor
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Michael Cochran
CFP ®
CIMA ®
Chief Investment Officer
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Kimberly Cushman
CAMS
Operations Specialist
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Audra Garrett
Culture Coordinator
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Brandon W. Garrett
CFP ®
CIMA ®
AIF ®
Chief Executive Officer
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Wayne Garrett
CPA/PFS ®
CFP ®
RICP ®
CEPA ®
Executive Chairman
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Nathan Harness
PhD
CFP ®
Wealth Consultant
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Hayden Hill
CFP ®
Wealth Advisor
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Laura McCrory
Internal Office Bookkeeper | Receptionist
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Jason McGarraugh
CFP ®
MS ®
Wealth Advisor
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Calynn Mullins
Growth & Engagement Strategist
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Amanda Rodarte
Client Service Associate
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Terin Rundus
Client Service Associate | Paraplanner
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Chris Sargent
CFP ®
CPWA ®
C(k)P ®
Director of Financial Planning | Wealth Advisor
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Stefan W. Simpson
AIF ®
IACCP ®
COO | CFO | CCO
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Keith Strahan
JD
CEPA ®
Wealth Advisor
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Keith Trent
CFP ®
ChFC ®
MSBA ®
Wealth Advisor
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Nina Wagner
Executive Assistant
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Madison Wallace
CFP ®
Wealth Advisor
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Sam Webb
JD
Wealth Advisor
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Laura Werner
CFP ®
Associate Wealth Advisor
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Marley Wood
CFP ®
Wealth Advisor
About
Michael is Chief Investment Officer at BentOak Capital where he oversees the firm’s overall financial planning and investment management process. He also works with clients to develop a plan to help them pursue their goals and help them focus on what matters most.
Michael believes that working with a financial advisor is a personal relationship, built on trust and that the clients’ interests must always come first. Throughout his career, he has found that a critical component to the relationship is the comprehensive planning process, with the objective of providing clients with the knowledge to pursue their long-term objectives.
Michael has been a part of the investment and financial planning industry since 2007, and a CERTIFIED FINANCIAL PLANNER® practitioner since 2011. In those 15 years, he has earned experience in investment management, retirement planning, banking, charitable planning, estate planning, insurance, and employee retirement plans.
Michael graduated from Texas Tech University with a Bachelor of Science in Personal Financial Planning. He also obtained his MBA from Texas Christian University in Fort Worth and completed a Certificate in International Affairs from the Bush School of Government and Public Service. In addition to the CFP® designation, Michael also holds the Certified Investment Management Analyst® from the Yale School of Management.
He is actively involved in his children’s activities and is a past member of the Tarrant County Leadership Board for the Northern Texas/Oklahoma Chapter of the Crohn’s and Colitis Foundation. When not at the office, you will most often find Michael spending time with family, working at the ranch, hunting, and following Texas Tech athletics. Michael, his wife, four children, and two dogs live in Fort Worth.
“I am passionate about wealth management as it provides the opportunity to work with exceptional families committed to planning for the future and pursing their long-term financial goals.”
Michael
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