ViewPoint – Great News About Our Professional Team
The leaves will soon start falling and the cool temperatures will lead the way to the holidays. I hope that you and your family had a fun summer. At TCO, we had an important reason to celebrate this summer: our growth.
Our team grows and our team members grow professionally. We are committed to supporting their professional advancement because, among other reasons, it significantly benefits our clients.
So please help me in congratulating senior vice president Philip D. Mock ,who recently earned the highest distinction in the investment management profession, the Chartered Financial Analyst designation. Philip successfully passed the CFA Program, which is an extremely rigorous process. Only the most well prepared candidates all over the world earn this respected distinction.
Savage has almost three decades of experience in the investment industry. At TCO, he helps clients manage their investment portfolio. Jim earned a bachelor’s degree in finance from Auburn University, a master’s from Georgia State University, and the CFA designation.
Tracey is an Oklahoma native who graduated from Kansas State University with a degree in public relations and a minor in leadership studies. She is focused on digital marketing, and her responsibilities include providing you with great content through our multiple online platforms.
We take pride in the strength and breadth of our professional expertise, and remain grateful for the opportunity to serve you, your family or your company.