Access Financial Resources Inc.

Jeffrey Ashford is a CFP® and Series 65 credentialed financial advisor with 20 years of industry experience. He has been with Access Financial Resources Inc. in Oklahoma City since 2003. Access Financial Resources provides financial planning and asset management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs client-specific investment strategies using core-and-satellite allocations primarily with mutual funds and ETFs, and offers ongoing portfolio monitoring and retirement plan design and administration.

Kelsey Cagle is a Series 65-licensed financial advisor with five years of industry experience, currently with Access Financial Resources Inc. in Oklahoma City. Prior to joining Access Financial Resources, Cagle worked at Sonic from 2014 to 2018. Access Financial Resources provides financial planning and asset management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses client-specific investment strategies with core-and-satellite allocations, incorporating mutual funds, ETFs, and third-party managed account platforms.

Troy Jones is a CFP® professional with over 34 years of experience at Access Financial Resources Inc., where he has worked since 1991. He holds the Series 63 designation and has been active in the financial industry for 45 years. Troy is also an insurance agent and the sole shareholder of Access Financial Resources, Inc., which owns Advisors Plan Administrators, LLC, a third-party administration company. Access Financial Resources provides financial planning and asset management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses client-specific investment strategies with core-and-satellite allocations, primarily utilizing mutual funds and ETFs, and offers retirement plan design and administration through its affiliated third-party administrator.

Sherry Prader is a financial advisor at Access Financial Resources Inc. in Oklahoma City, OK, with 17 years of industry experience. She holds the Series 66 designation and has worked at Access Financial Resources since 2016, following roles at Arvest Asset Management and her own practice. Access Financial Resources provides financial planning and asset management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses client-specific investment strategies with core-and-satellite allocations, primarily employing mutual funds and exchange-traded funds, and offers ongoing account monitoring and educational resources.

William Atkinson III is a CFP® professional with 26 years of industry experience. He has worked at Access Financial Resources, Inc. since 1996 and has served in his current role since 2007. In addition to his advisory work, he maintains a law practice as a sole practitioner. Access Financial Resources provides financial planning and asset management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, using client-specific investment strategies that include mutual funds, ETFs, and third-party managed accounts.

Beth Lewis is a financial advisor at Access Financial Resources Inc. in Oklahoma City, OK, with 26 years of industry experience. She holds Series 63 and Series 66 registrations and has been involved in independent insurance sales and services since 2012. She has worked at Access Financial Resources since 2015 and operates her own insurance agency. Access Financial Resources provides financial planning and asset management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs client-specific investment strategies with a focus on mutual funds and ETFs, offering both discretionary and non-discretionary portfolio management alongside retirement plan design and administration.

Robert Woody is a financial advisor with Access Financial Resources Inc. in Oklahoma City, Oklahoma. He holds a Series 66 designation and has 24 years of industry experience, having been with Access Financial Resources and his own practice since 2001. Outside of his advisory role, he is also a proprietor and insurance agent in Guthrie, Oklahoma. Access Financial Resources provides financial planning and asset management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs client-specific investment strategies using core-and-satellite allocations primarily involving mutual funds and ETFs, and it offers retirement plan design and administration.