Melinda Warren, Co-President, is a Certified Financial Planner™ and graduated from the University of Central Oklahoma with a degree in Business Administration.
holds the Accredited Investment Fiduciary™ professional designation.
AIF® designees have received comprehensive instruction that represents a thorough knowledge of investment fiduciary standards of care.
Melinda currently serves on the board of the Oklahoma Planned Giving Council and Hospice of Oklahoma County.
She is a member of the Financial Planning Association, the Oklahoma City Estate Planning Council, the Partnership for Philanthropic Planning and the Society of Financial Professionals.
She previously served on the board of the Baptist General Convention.
Melinda also served as chair of the stewardship committee and is currently serving her third term on the finance committee of her church, Woodland Hills Baptist Church.
Melinda previously worked for The Baptist Foundation of Oklahoma for 26 years, primarily in the areas of estate planning and beneficiary services.