Financial Advisor - Billingsley Financial Group
James is a financial advisor for Billingsley Financial Group Oklahoma City, and Edmond, OK, offering guidance to individuals and small businesses about making the most appropriate use of investments and insurance products to achieve their financial goals. He enjoys partnering with community-based banks, CPA’s, attorney’s, and other organizations to provide a broader scope of services to their clients. They focus on helping people more clearly define their goals for retirement and then developing plans to make those goals a reality. As an Investment Advisor Representative, he holds Series 7, 63, and 65 securities licenses as well as life, health, and variable annuity licenses.
James is a member of the Business Advisory Council at Oklahoma Christian University and a member of Quail Creek Golf & Country Club, and a member of The Springs church of Christ. James is a graduate of Oklahoma Christian, where he received a Bachelors Degree in Finance and Pre-Law, and lettered on the school’s varsity tennis team. When he isn’t working, you’ll find him on the golf course or the tennis court, or traveling with his family.
In business, I believe if you treat others the way you would want to be treated, then you can have an meaningful impact on their lives. In life (business, personal or once when I was faced with a life threatening situation), I have always taken great comfort with the following scripture: Romans 8:31 says it all, but, I like the additional words of Romans 8:28 & 37-39. “I believe we should try constantly to the spread the gospel daily………and use words whenever necessary!”
Senior Treasury Supervisor - Devon Energy
Kari Boyd is currently working at Devon Energy managing a team in the Finance department overseeing credit risk management, hedging and investment portfolio. Kari is celebrating her 10th year of employment at Devon in 2018, where she has held various roles of increasing responsibility. Kari graduated from OC with a degree in Finance and a minor in math and went on to complete an MBA from the University of Oklahoma specializing in Finance and Energy. Kari and her husband, Cody Boyd (also OC graduate) live in Edmond, Oklahoma and enjoy being active in their church, spending time with their daughter and traveling.
Words of Wisdom
Luke 16:10-12 is a good verse to live by in all areas of life including handling wealth in a way of true stewardship.
Senior Vice President - Investments - Wells Fargo Advisors
I have worked as a Financial Advisor to both individual and institutional investors since 1996 I have been recognized as a Premier Advisor for 2017, a distinction reserved for the firm's top Financial Advisors based on business production, completion of educational components and professionalism.
Before joining Wells Fargo Advisors in 2017, I was a Senior Vice President, Senior Financial Consultant for BOK Financial Advisors, my employer of 16 1/2 years. I hold a Bachelor's of Science degree in Business Administration with minors in Accounting and Pre-law from Oklahoma Christian University (Oklahoma Christian Christian) at the time of graduation. I worked for several years as an entrepreneur before making a career change to financial services.
My mission is to provide every client with targeted, comprehensive financial advice and portfolio management - delivered with the highest level of personal service and professional integrity. This commitment to service also carries over to my involvement with our local community. I am active with Habitat for Humanity.
Away from the office, I also enjoy wood working and home restoration. My Wife, Jaylene, and I live in South Tulsa, we consider ourselves empty nesters, 5 of our children live in the Tulsa area and the sixth lives in Dallas.
Words of Wisdom
"Finally, brothers and sisters, whatever is true, whatever is noble, whatever is right, whatever is pure, whatever is lovely, whatever is admirable—if anything is excellent or praiseworthy—think about such things." - Philippians 4:8
Assistant Vice President and Senior Financial Analyst - MidFirst Bank
Barry Kelley is an Assistant Vice President and Senior Financial Analyst in the Treasury at MidFirst Bank. Barry reports to the Director of Finance Administration (Greg Schaefer), providing support and project management in the valuation, due diligence and integration of mergers & acquisitions. He also assists with project management, creates and reviews the CFO’s financial reports for the Board of Directors, helps compile and distribute the board books, conducts peer financial analysis and is responsible for various financial reports.
Previous roles at MidFirst include working in the mortgage banking division as an Investor Accountant and Business Analyst in the Investor Reporting group.
Prior to joining MidFirst at the beginning of 2013, Barry was a licensed financial advisor at Edward Jones. He received his BBA in Finance and a Minor in Mechanical Engineering from Oklahoma Christian University in 2010. While at OC, he owned and operated a small business for five years before selling it as a turn-key investment upon graduation. He met his wife, Jill, during this time and they have been married since 2009.
Words of Wisdom
"Consider how the wild flowers grow. They do not labor or spin. Yet I tell you, not even Solomon in all his splendor was dressed like one of these. If that is how God clothes the grass of the field, which is here today, and tomorrow is thrown into the fire, how much more will he clothe you – you of little faith!" - Luke 12:27-28
Insurance Agent and Investment Advisor - Mel Stewart Insurance & Investment Services
Since 1988, Mel has had the good fortune to combine his passion for investing and helping others through his independent financial and retirement planning practice in Edmond. Mel holds a degree in Economics from the University of Georgia (’83) and earned a Master’s degree in Business Administration with honors from Oklahoma Christian University in 2001. In addition to being an experienced speaker on stock market history and sound money management principles, he has been a member of the OC adjunct faculty for the past 16 years, and applies the same strategic thinking, problem-solving, organizational, and communication skills in his MBA classes that he employs every day in his Edmond practice.
Professionally, Mel is a licensed insurance agent and a registered investment advisor, an Eagle Scout, and feeds a passion for serving others as an active member of the Edmond Summit Rotary Club, past Chairman of the Edmond H.O.P.E. Center Board of Directors and through various church-related missions. Mel and Sandi recently celebrated their 31st anniversary, have twin sons: Matthew and Andrew, both 26, both employed in the aerospace industry and actually using their Master's Degree in Engineering from OU. Sandi also loves the college life experience and serves as the Executive Assistant to the President at the University of Central Oklahoma.