| Our Team
Donnie Davis and Don Hardcastle have combined more than forty-seven years of business and financial experience to help individuals and families enhance both their standard of living and quality of life. Working together since 2001, Donnie and Don are uniquely qualified to provide clients with practical advisory expertise in multiple areas of life.
Donnie serves as a business and financial advisor and holds a Series 65 license, is a graduate from The University of Tulsa (B.S., Business Administration) and Phillips Theological Seminary with a Masters Degree in Divinity. In addition to Donnie’s business experience and hundreds of hours in supervised coaching and counseling sessions, Donnie served (5) years in full-time professional ministry. His years in ministry included roles in pastoral counseling, hospital chaplaincy, and parish ministry. He is currently enrolled as part of ongoing continuing education in Kaplan University’s financial planning program.
Don serves as the Chief Investment Officer and holds a certification as a Chartered Market Technician, a Series 65 securities license, and is a graduate of The University of Tulsa (B.S., Business Administration).
As lifelong learners, Don and Donnie continue to cultivate knowledge and wisdom which is used to help transform lives and make a difference in their client’s success.