David has 30 years of wealth and investment management experience including Bank of Oklahoma and PNC Financial. He started his own trust company, Heritage Trust Company, in 1992. After growing client assets to $325 million, Heritage...

Cherie has more than 25 years of accounting and tax experience including Schaffner, Knight, Minnaugh & Co. She started her own practice to provide services to smaller businesses that need individualized attention. Cherie...

Angela has more than 15 years' experience crafting clear and purposeful communications for ecommerce, banking, education, and nonprofit sectors. She specializes in bridging organizational goals with consumer needs...