Annie Tran joined Disciplined Investments, LLC in 2018 after working with a family office providing diverse accounting and investment services. She helps clients develop & implement comprehensive financial plans that address their unique goals and circumstances.
Annie has considerable experience working with high net worth family groups on tax compliance, estate planning, and trust operations. She was a Tax Manager at HoganTaylor LLP serving as the tax lead on several nonprofits including educational institutions, community foundations, museums and other charitable organizations. Annie has more than 15 years of public accounting experience in both assurance and tax, as well as industry experience with governmental not-for-profits.
Annie is an Investment Adviser Representative of Disciplined Investments, LLC. She earned a Bachelor of Science in Accounting from the University of Oklahoma.
CERTIFICATIONS & HONORS
- Certified Public Accountant (CPA)
- Oklahoma Society of Certified Public Accountants Trailblazer Award, 2015 Recipient
PROFESSIONAL & CIVIC AFFILIATIONS
- American Institute of Certified Public Accountants (AICPA), Member
- Oklahoma Society of Certified Public Accountants (OSCPA), Member
- Junior League Of Tulsa, Inc.
- B.S., Accounting, University of Oklahoma
Please Note: Limitations: Neither recognitions by unaffiliated publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if DI is engaged, or continues to be engaged, to provide investment advisory services.