Disciplined Investors, L.L.C.

Terra Penner is a financial advisor at Disciplined Investors, L.L.C. with one year of industry experience. She holds a Series 65 credential and has prior work experience in roles including homemaking and positions with organizations such as Discover Durham and Visit Anchorage. Disciplined Investors, L.L.C. serves individuals, retirement plans, trusts, estates, and corporations with customized portfolio management and advisory services, employing a long-term, buy-and-hold investment approach. The firm manages approximately $702 million in assets as a seven-advisor team and offers a comprehensive range of services including 401(k) plan advisory and financial planning inputs.

Angelo Ochoa is a financial advisor at Disciplined Investors, L.L.C. in Waco, TX, holding a Series 65 designation with five years of industry experience. Prior to his advisory role, he worked for nine years at University High School within Waco ISD. Disciplined Investors, L.L.C. provides investment management and advisory services to individuals, retirement plans, trusts, estates, and corporations. The firm employs a long-term, buy-and-hold investment approach with customized portfolios based on fundamental and cyclical analysis, managing approximately $702 million in client assets as a seven-advisor team.

Alexandra Kazanas is a financial advisor at Disciplined Investors, L.L.C. in Waco, TX, holding a Series 65 designation with three years of industry experience. Her prior work includes roles at Community Bank & Trust and educational positions at Texas Tech University and Waco High School. Disciplined Investors, L.L.C. provides investment management and advisory services to individuals, retirement plans, trusts, estates, and corporations, emphasizing a long-term, buy-and-hold investment approach with customized portfolios and regular reviews. The firm manages approximately $702 million in client assets through a seven-advisor team without imposing account minimums.

Paris Hookham is a financial advisor with Disciplined Investors, L.L.C. in Waco, Texas. He holds a Series 65 designation and has been with the firm since 2024. Prior to joining Disciplined Investors, Hookham was affiliated with the University of Oklahoma and the University of Texas at Austin. Disciplined Investors, L.L.C. provides investment management and advisory services to individuals, retirement plans, trusts, estates, and corporations. The firm employs a long-term, buy-and-hold investment approach with customized portfolios based on fundamental and cyclical analysis, managing approximately $702 million in client assets as a seven-advisor team.

Reid Higgins is a financial advisor at Disciplined Investors, L.L.C. in Waco, TX, holding a Series 65 designation. He has one year of industry experience, including prior roles at Baylor University, PepsiCo, and Knight Office Solutions. Disciplined Investors, L.L.C. provides investment management and advisory services to individuals, retirement plans, trusts, estates, and corporations. The firm employs a long-term, buy-and-hold investment approach with customized portfolios and offers a comprehensive range of services including 401(k) plan advisory.

Sabrina Moore is a financial advisor at Disciplined Investors, L.L.C. in Waco, TX, holding a Series 65 designation with 10 years of industry experience. She has been with Disciplined Investors since 2015, working as part of a seven-advisor team. Disciplined Investors, L.L.C. provides investment management and advisory services to individuals, retirement plans, trusts, estates, and corporations. The firm employs a long-term, buy-and-hold investment approach centered on fundamental and cyclical analysis, managing approximately $702 million in client assets without imposing account minimums.

Russell Livesay is a Series 65-licensed advisor with Disciplined Investors, L.L.C. in Waco, Texas, where he has worked since 2007, accumulating 18 years of industry experience. He is also president of Southern Media Specialists, LLC, a print media consulting and travel magazine publishing business. Disciplined Investors, L.L.C. provides investment management and advisory services to individuals, retirement plans, trusts, estates, and corporations. The firm employs a long-term, buy-and-hold approach with portfolios customized around target asset allocations and monitored regularly, managing approximately $702 million in client assets as part of a seven-advisor team.