Transcendent Capital Group

Charles Oliver is a financial advisor at Transcendent Capital Group with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. Transcendent Capital Group is an SEC-registered advisory firm serving individual, high-net-worth, and corporate clients with managed accounts, financial planning, and consulting services. The firm employs a team of eight advisors and follows a disciplined investment process combining asset allocation, tactical strategies, and specific fund selection criteria tailored to clients’ objectives and risk tolerances.

Michael Drooby is a CFP® with five years of industry experience, currently serving as an advisor at Transcendent Capital Group. He previously worked at Emerson and Company, Royal Alliance Associates, and Bankers Life. He is also the manager of Drooby Financial LLC, an entity established for legal protection and tax strategy but not actively used for securities or insurance business. Transcendent Capital Group is an SEC-registered advisory firm serving individual, high-net-worth, and corporate clients with managed accounts, financial planning, and consulting services. The firm employs a team-based approach with eight advisors and uses a disciplined investment process combining asset allocation, tactical strategies, and strict fund selection criteria tailored to client objectives and risk tolerances.

Sarah Holmes is a financial advisor at Transcendent Capital Group with a Series 65 license and one year of industry experience. Prior to joining the firm, she worked at Phillips 66 for five years. Transcendent Capital Group is an SEC-registered advisory firm serving individual, high-net-worth, and corporate clients with managed accounts, financial planning, and consulting services. The firm employs a team-based approach and uses a combination of asset allocation, tactical strategies, and rigorous fund selection criteria to manage client portfolios.

Darrell James is a financial advisor at Transcendent Capital Group with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing Services and Wells Fargo Advisors. Outside of his advisory role, he is involved in farming and ranching in Oklahoma. Transcendent Capital Group is an SEC-registered firm serving individual, high-net-worth, and corporate clients with managed accounts, financial planning, and consulting services. The firm employs a team-based approach to portfolio management, utilizing asset allocation, tactical strategies, and rigorous fund selection criteria tailored to client objectives and risk tolerances.

David Ferrell is a CFP® and ChFC® with 32 years of industry experience. He is currently with Transcendent Capital Group and previously worked at Wells Fargo Advisors Financial Network LLC for 12 years. Outside of advisory work, he serves as managing partner of a property management company and acts as trustee for a family living trust related to mineral interests. Transcendent Capital Group is an SEC-registered advisory firm serving individual, high-net-worth, and corporate clients with discretionary and non-discretionary managed accounts, financial planning, and consulting services. The firm employs a team of eight advisors and uses a structured investment process that includes asset allocation, tactical approaches, and explicit fund selection criteria.

Mitchell Green is a financial advisor with Transcendent Capital Group in Edmond, OK, holding a Series 66 designation and 10 years of industry experience. Prior to joining Transcendent Capital Group in 2021, he worked at Wells Fargo Advisors Financial Network from 2015 to 2021. He serves on the board of directors for Martindale Consultants, Inc. Transcendent Capital Group is an SEC-registered advisory firm with a team of eight advisors that provides discretionary and non-discretionary managed accounts, financial planning, and consulting services to individual, high-net-worth, and corporate clients. The firm employs a structured investment process that includes asset allocation, tactical approaches, and strict fund selection criteria tailored to client objectives and risk tolerances.

Bill Johnson is a financial advisor at Transcendent Capital Group with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Advisors Financial Network LLC for 12 years. Outside of his advisory role, he is a one-third owner and managing partner of a commercial office space holding company. Transcendent Capital Group is an SEC-registered firm serving individual, high-net-worth, and corporate clients with managed accounts, financial planning, and consulting services. The firm employs a team-based investment approach that includes tactical strategies and explicit fund selection criteria tailored to client objectives and risk tolerances.

Daniel James is a financial advisor at Transcendent Capital Group in Edmond, Oklahoma, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Arthur J Gallagher and ownership of CAM Consolidated Benefits LLC, where he consults on employee benefits programs. Transcendent Capital Group is an SEC-registered advisory firm serving individual, high-net-worth, and corporate clients with managed accounts, financial planning, and consulting services. The firm employs a team-based approach and utilizes a disciplined investment process combining asset allocation, tactical strategies, and strict fund selection criteria tailored to client objectives.

Grant Tarrant is a financial advisor at Transcendent Capital Group with four years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors and MidFirst Bank. Transcendent Capital Group is an SEC-registered advisory firm serving individual, high-net-worth, and corporate clients with managed accounts, financial planning, and consulting services. The firm employs a team of eight advisors and utilizes a disciplined investment process combining asset allocation, tactical strategies, and rigorous fund selection criteria tailored to clients’ objectives and risk tolerances.