Our Financial & Insurance Professionals
Soard Financial Management, LLC is a State Registered Investment Advisor serving Oklahoma City, Oklahoma and surrounding communities, provides Financial Planning and Asset Management. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions, and planning that result in financial clarity, security, and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at Soard Financial Management, LLC.
Soard Financial Management, LLC provides investors custom tailored investment strategies to meet short and long-term needs. We provide full transparency in the form of separately managed accounts. Our goal at Soard Financial Management, LLC is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing both financial and insurance* solutions to achieve financial independence. As a fiduciary, we are legally obligated to put our client’s interests first.
We empower you to navigate today’s complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business.
*Insurance offered through Soard Financial Concepts, LLC.
DON SOARD
Don spent his childhood in Central Oklahoma. His family is his first priority and consists of Shelley, his wife of 29 years; two daughters, one son, and a son-in-law. When it comes to hobbies, he enjoys scuba diving, traveling and an occasional game of golf.
Upon college graduation, Don began a 20-year career in local church ministry. While on church sabbatical he then accepted an opportunity to assist Veterans of War with the Aid & Attendance benefit. He quickly discovered the needs of our country’s Veterans and became committed to this ‘ministry’ of a different kind. Don was honored and recognized by the Veterans of Foreign Wars of the United States in August 2009 with the “Certificate of Appreciation for “Outstanding Service to the Veterans and their families in the Great State of Oklahoma.”
Soard Financial Management, LLC is an Independent Registered Investment Advisor serving Oklahoma City, Oklahoma and surrounding communities and provides Financial Planning and Third Party Asset Management. The firm’s mission is to provide the families and businesses they serve with innovative financial strategies, solutions, and planning that result in financial clarity, security, and overall financial health. Making strong commitments to their clients and building life-long relationships are tenets of success at Soard Financial Management, LLC.
As a fiduciary, Soard Financial Management, LLC is legally obligated to put their client’s interests first.
RYAN BOYDSTON
Born and raised in the Kansas City area, Ryan later moved to Joplin, Missouri, for college, where he met his spouse. After nearly a decade in Joplin, he relocated to Oklahoma to join Soard Financial Management. Inspired by the strong values of his church and community growing up, Ryan has always been driven by a desire to serve and support others.
Starting his career in media and marketing, Ryan worked with churches and businesses to enhance communication and streamline operations. Over time, he developed a passion for leveraging technology to improve processes. He was invited to apply that skillset at Soard Financial Management in 2019. Now, as a licensed insurance agent and Series 65 Investment Adviser Representative, he helps clients navigate investments, insurance, and retirement planning with confidence.
At Soard Financial, Ryan takes pride in helping clients simplify the financial planning process and create strategies tailored to his unique goals. His approach is rooted in building trust and delivering clarity, empowering clients to retire with peace of mind.
When not working, Ryan enjoys woodworking, Disc Golf, and spending quality time with his spouse and two young boys. Whether building projects, gardening, or playing hide-and-seek, family remains at the heart of everything he does
WHITNEY WILSON
Whitney was born to military parents who both served 20 years in the United States Navy. She grew up mostly in Iowa and joined the Navy after high school where she served 5 years in an aviation squadron. Her husband recently retired from the Navy after 20 years of active duty and they have one son in middle school. In her free time, Whitney loves reading historical fiction, relaxing with her 3 rescue dogs, and planning the next family vacation.
While on active duty, Whitney pursued an associate’s degree and later used her veteran’s benefits to earn a Bachelor of Science in Business Administration. She now leads our office administration and enhanced planning services, thriving on the opportunity to connect with our clients, as each conversation provides valuable insight into their lives and needs, and helps us build lasting relationships.
From a young age, Whitney understood the value of putting in the effort to accomplish goals and achieve ideal outcomes. She applies these principles at Soard Financial, aligning with our mission to provide clarity, security, and financial health to clients while building life-long commitments to their needs and interests
Strategic Alliances
MICHAEL BINGER, CFA®
President of Gradient Investments, LLC
TYLER ELLEGARD, CFA®
Portfolio Manager of Gradient Investments, LLC
KEITH GANGL CFA®
Portfolio Manager of Gradient Investments, LLC
This endorsement of Gradient Investments, LLC is provided by an investment advisor who refers clients to Gradient Investments, LLC. A conflict of interest exists because this investment advisor receives a portion of the annual management fee charged by Gradient Investments, LLC, based on the assets under management of this investment advisor’s clients. This endorsement could assist in the investment advisor increasing the assets placed with Gradient Investments, LLC, and therefore their compensation. These investment advisors are not affiliated with or supervised by Gradient Investments, LLC.