Our Team

James K. "Skip" Nichols, ChFC,CLU, President

Skip’s career, spanning over fifty 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 for business growth and community involvement. 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.

 

Phillip Bell, CFP®, Vice President and Partner                                            

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 an Investment Adviser Representative, Phillip is experienced in financial planning, estate planning, college planning and portfolio construction. He is a member of the Financial Planning Association.

 

 

Donna Maddox, Vice President and Compliance Officer

 

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.

 

 

 

 

 

 

Karen Lovell, Vice President Operations

 Karen joined FPR in 2007, and manages the business plan, marketing, client events and the office. She has three decades of senior management experience. Prior to joining, she held vice president positions at F&M Bank and Bank of Oklahoma, managing acquisitions and mergers. Karen holds a masters in banking and finance from Louisiana State University. She served as past president of the Bank Administration Institute for Oklahoma and on the board of the Federal Reserve Council. Her sincere interest in our clients along with strong planning and execution skills make her an asset to the growth of FPR.

 

 

Patricia Kennedy, Scheduling and Event Coordinator

 

Patricia spent 6 years in the Navy. She joined our firm in 2015 and has brought valuable administrative experience to our organization, including event coordination and project assistance.  Patricia manages the schedules for all of our advisors and coordinates the education and client appreciation events. Her positive, outgoing personality has been an asset to both our clients and our team here at FPR.

 

 

 

 

Vicki Rhea, Client Service Specialist

 

 

With over 10 years experience in life insurance and investments, Vicki joined our team in June 2015.   She also worked 10 years for Williams Companies and is skilled in IT Support and Information Security.  As a client service specialist,  she focuses on assisting the financial advisors and providing first class service to our clients.  She is currently working on obtaining her Series 7 License.

 

 

 

Jessica Robb, Client Service Specialist

 

Jessica graduated from OSU-Tulsa in 2008 with a major in Marketing and a minor in Management.  From June 2003 to May 2013 she worked as an Administrative Assistant at Dispute Resolution Consultants, Inc.  Jessica also has three years of Legal Assistant experience with law firms in Oklahoma City and Tulsa.  In December of 2015, Jessica joined FPR as Client Service Specialist.  Her organizational and attention to detail skills make her an asset to the growth at FPR.

 

Stacey Young, Client Service Specialist

 

Stacey joined the FPR team in April 2017. She brings over 20 years of administrative experience. She worked as a Sr. Customer Service Representative with MetLife and is licensed with a Series 6 and 63. Her passion for customer service and working as a team player to achieve goals makes her a great addition to the FPR team.