James K. "Skip" Nichols
Founder and President 

james.nichols@natplan.com

Donna Maddox
donna.maddox@natplan.com

Skip’s career, spanning over forty years, has been built around helping people in financial services and informing them with sound money management principles. In 2008 he was nominated by ING Financial Partners as one of the Top Ten Financial Planners in America. He has presented successful money management seminars at the University of Tulsa, and the Oklahoma University Dental School as well as for numerous corporations throughout America.

Donna has been in the financial services business for over thirty years.  She originally joined FPR in 1997, and is an Investment Adviser Representative and a General Securities Principal.  Her knowledge of investments and analytical skills, combined with her personal interest in our clients, make her a strong addition to our team.

Phillip Bell
Vice President
phillip.bell@natplan.com

Phillip joined FPR in 2002 as an UCO Intern. With his analytical and focused work ethic he has developed into a key member of our investment committee.  As a  Investment Adviser Representative, Philip focuses in financial planning, estate planning, college planning and portfolio construction.