TULSA— Disciplined Investments LLC, a registered investment adviser and subsidiary of HoganTaylor LLP, has named Jeffrey R. Small as wealth manager.
Small, who has more than 15 years of financial services industry experience, works with individuals and foundations in the areas of planning and asset allocation strategies. He will play an instrumental role in the Disciplined Investments team, which offers a broad range of services to create comprehensive financial plans designed to meet clients’ personal financial objectives.
“We are pleased to announce Jeff’s promotion to wealth manager,” Adam Leavitt, Disciplined Investments wealth manager, said. “He will be taking the lead with numerous financial planning and asset management clients.”
Small joined the firm in 2015 as a financial planner. Prior to joining HoganTaylor LLP, he worked at a financial services company in Indianapolis, Ind., as a client associate and an investment advisory firm in Tulsa as an analyst.
Small is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a member of the Tulsa Estate Planning Forum (TEPF). He received his Bachelor of Science in Financial Planning and Counseling from Purdue University.
HoganTaylor LLP is one of the largest public accounting firms in Oklahoma and Arkansas. The firm has more than 200 employees and provides tax, assurance, risk, business advisory, accounting and many specialty and industry-focused services. HoganTaylor is an independent member of the BDO Alliance USA and is able to access the resources of BDO USA, LLP and its trusted network throughout the world.
About Disciplined Investments
Disciplined Investments takes its fiduciary responsibility seriously. Without commission, referral or soft-dollar arrangements, Disciplined Investments operates on a fee-only basis to ensure everyone’s interests are aligned with those of the client. And because each client is unique, every relationship is tailored to meet the client’s needs. Services range from hourly consulting to comprehensive wealth management. Learn more at www.ht-di.com