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 King is a CFP® with 11 years of industry experience, currently serving at ChappelWood Financial Services since 2015. He holds Series 65 and Series 66 licenses and teaches adult financial education courses as an adjunct faculty member at Francis Tuttle Technology Center and other institutions. ChappelWood Financial Services provides financial and investment advice to individuals, families, trusts, estates, charitable organizations, and businesses. The firm uses the AssetMark platform and model portfolios to deliver tailored, non-discretionary advice aligned with clients’ risk profiles and offers educational workshops and seminars as part of its service.