Board of Directors

Castlepoint Wealth Advisors

Kristen joined the firm in February 2022 as an Advisor, collaborating closely with the advisory team to deliver investment advice and implement comprehensive financial planning strategies for clients. A CERTIFIED FINANCIAL PLANNER™ professional, Kristen holds a bachelor’s degree in Personal Financial Planning from Kansas State University. She began her career at The Trust Company in Manhattan, Kansas, where she served as both a Financial Planner and Associate Trust Officer. She has also shared her expertise as an Adjunct Instructor for the Department of Financial Planning at Kansas State and was a recipient of the Rising Professional Award in 2022. Her commitment to lifelong learning is reflected in her active involvement with the Financial Planning Association, where she serves as President of the Central Oklahoma chapter. Kristen, a native of Lyndon, Kansas, has made Oklahoma City her home. Outside of the office, she treasures time with her husband, Cale, and their children, Hensley and Hayden.

Financial Planner at Redstone Wealth Management

As a CERTIFIED FINANCIAL PLANNER™ professional, I work with clients to create personalized dynamic financial plans that help empower them to live their ideal life. Our goal is to help our clients navigate the complexities of planning for the future. By walking with them as life changes and their financial picture evolves, we are able to coach and guide along the way so that our clients can feel confident in their financial future and rest easy knowing they have an ally in their corner. When I'm not in the office, I enjoy relaxing with my husband and our two dogs, hosting game nights with our friends and family, and discovering new music to add to my ever evolving playlists. If you'd like to learn more about how Redstone can help you, visit our website at www.RedstoneWM.com. Advisory Services offered through Redstone Wealth Management, LLC, a Registered Investment Advisor. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Executive Vice President at Retirement Investment Advisors, Inc.

Brenda Bolander is a CERTIFIED FINANCIAL PLANNER® professional, a Certified Public Accountant, and a Personal Financial Specialist (PFS™). Her experience includes serving as the comptroller for the State of Oklahoma, with responsibilities as chair of the Cash Management and Investment Oversight Commission and as trustee for the Oklahoma Law Enforcement Retirement System. Brenda also served as a member of the Tobacco Settlement Endowment Trust Board of Investors for more than 10 years. Brenda is a member of the Financial Planning Association, the Oklahoma Society of CPAs, and the American Institute of CPAs. In 2019 she was awarded the Oklahoma Society of CPAs Outstanding Member in Business & Industry. Brenda currently serves on the Oklahoma Junior Achievement Board of Directors. She has contributed to a book on change leadership and has taught numerous seminars on personal finance. Brenda is a graduate of Leadership Northwest and lives in Meeker, Oklahoma, with her husband, John. They have two adult children and two grandchildren.

Executive Vice President at Retirement Investment Advisors

Carol Ringrose Alexander has completed the Certified Financial Planner®, Accredited Investment Fiduciary®, Certified Elder Planning Specialist, Certified Divorce Financial Analyst™, Registered Life Planner® and Interdisciplinary Collaborative Practice and Family and Divorce Mediation certifications to better serve her clients. Carol served as president of the Financial Planning Association of Central Oklahoma and is on the board of Lyric Theatre. She is a graduate of the Leadership Oklahoma and Leadership Oklahoma City programs. She believes that FPA contributes to the quality of financial planning in our community by providing continuing education programming and networking opportunities. Carol enjoys traveling with her family, reading, exercising and volunteering.

Owner at D.M. Wealth Management, Inc., Best-Selling Author, Speaker

When Peggy Doviak’s mother got taken to the cleaners by an unscrupulous stockbroker, Peggy got mad. She was so angry that she changed careers from corporate training to financial planning because she wanted to ensure that what happened to her mother never happened to anyone else. Now, a best-selling personal finance author, syndicated radio host of “Ask Peggy About Your Finances,” and host of podcast, “Ask Peggy About Your Money,” Peggy Doviak is a CERTIFIED FINANCIAL PLANNERTM practitioner and financial consumer advocate. She travels to Capitol Hill with the Financial Planning Association to promote consumer finance issues and spent fifteen years teaching CFP® certification classes and graduate courses in financial planning. Peggy’s two personal finance books, 52 Weeks to Prosperity: What Your Accountant, Banker, Broker and Financial Adviser Might Not Tell You and 52 Weeks to Well-Being: What a Woman Needs to Know to Become Queen of Her Finances are available through online sources or at your local bookstore. Her first cozy mystery, You Can’t Cheat Death, featuring a crime-solving, horse-riding financial planner, is being released by The Wild Rose Press in 2024.

Owner, Triunity Financial Planning, LLC | Financial Literacy | Money Management

Helping others become financially independent is an enormous part of my life purpose and calling. Triunity Financial Planning is founded on the belief that everyone should have an opportunity for economic advancement. We specialize in providing services to help first generation wealth builders and small business owners achieve their financial goals. We help young professionals get the education, tools, and resources necessary to live, work, play, and retire successfully.

Director of Strategic Planning at Legacy & Succession

I engage with business owners who care about impacting generations through their business
I understand that your business is more than just a venture; it’s your life’s work. I also recognize that, at some point, you’ll want to embark on your next adventure. But the question is, do you have a clear path out of your current business that allows you to confidently walk away?
Our firm exists to solve problems that keep you up at night
Who will take my place?
What happens if I die or become disabled?
Will my kids be ready to take this company to the next level?
Will I get the fair amount when I sell my business?
Will my employees be okay when I sell?
I don't know if I want to sell to a third party or key people?
I feel like everything in this business revolves around me. I can't take a vacation for more than two weeks without answering a phone call or email
Have any of those thoughts popped in your head? If so, we might be the right partner for you

CERTIFIED FINANCIAL PLANNER & Owner of Falcon Financial of Oklahoma, LLC

Specializing in individualized financial planning for near retirees or those wishing to retire early in life. We help clients meet their personal and financial goals as efficiently as possible, in line with their risk tolerance and time horizon. Ongoing planning and management covering investments, estate, tax, philanthropy, insurances, retirement decisions, Social Security/Medicare and personal cash flow. I intend to have life-long relationships they will be proud to pass on. www.falconfinancialok.com