Advisors at this firm
Weston D
Series 63, Series 66
Edmond, OK
ChappelWood Financial Services
Weston De Priest is a financial advisor at ChappelWood Financial Services with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Modern Woodmen of America and Allstate Insurance Company. Outside of his advisory role, he is a non-investing owner of US Hydroseeding & Environmental, LLC, a company providing erosion control and vegetation services. ChappelWood Financial Services serves individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities, offering investment advice, financial planning, and educational seminars. The firm primarily operates on a non-discretionary basis using model portfolios on the AssetMark platform.
Victoria W
Series 63, Series 65
Edmond, OK
ChappelWood Financial Services
Victoria Woods is a financial advisor with ChappelWood Financial Services in Edmond, OK, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked at AIG Financial Advisors and ChappelWood Financial Services since 2005 and serves as president of ChappelWood Investment Corp., a real estate development and holding company. ChappelWood Financial Services is a state-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm uses a discovery and needs-analysis process to set client objectives and typically implements strategies through model portfolios on the AssetMark platform, operating primarily on a non-discretionary basis while also providing educational seminars and workshops.
Damon K
CFP®, Series 65, Series 66
Edmond, OK
ChappelWood Financial Services
Damon King is a CFP® professional with 10 years of industry experience, currently serving as an advisor at ChappelWood Financial Services since 2015. He also works as an adjunct faculty member at Francis Tuttle Technology Center, where he teaches adult financial education classes. ChappelWood Financial Services is a state-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a discovery and needs-analysis process to develop client objectives and typically implements strategies through model portfolios on the AssetMark platform, combining ongoing planning services with educational seminars and workshops.