Disciplined Investments LLC, a registered investment adviser and subsidiary of HoganTaylor LLP, has added an additional Investment Advisor Representative, Annie Tran, to its wealth management team.
Tran, who joined Disciplined Investments in 2018, is the practice’s newest Licensed Investment Advisor. She will play an instrumental role in growing the Disciplined Investments practice in the Tulsa market.
“We are thrilled to have Annie join our team,” Adam Leavitt, Disciplined Investments Partner, said. “Her expertise in the field of tax will be invaluable to our clients.”
Prior to joining Disciplined Investments, Tran was a tax manager at HoganTaylor LLP for more than 10 years. In this role, she served as the tax lead on several nonprofits including educational institutions, community foundations, museums and other charitable organizations. Tran has considerable experience working with high net worth family groups on tax compliance and future planning with regards to their estate planning and trust operations.