Our Team

 

don-newDon Soard, Licensed Agent

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.

 

pattyPatty Clark, Administrative Assistant

Patty Clark, a 1975 graduate from University of Central Oklahoma with a B.S. degree. In September 1999, she began working for “National American Insurance Company” as Administrative Assistant to the Controller and held that position for 15 years. In December 2013 she started working for “Soard Financial” as the Administrative Asstistant and is currently employed there.

Born in Pennsylvania, she moved to Oklahoma in 1966. She has been married to Gary, her husband, for 43 years and has two children, one son (40 years old) and one daughter (35 years old), and six wonderful grandchildren. Every moment spent with them makes a highlight in her day.

Patty’s hobbies include her grandchildren, playing the organ in church and singing, flower arranging, and cake decorating.