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Leadership Team

Roger Ochs, JD, MBA, CFP®, CLU/ChFC, President,
Joined H.D. Vest on February 1, 1987

Joel Bennett, Finance
Joined H.D. Vest on March 12, 1990

Melissa Draughon, Training and Events
Joined H.D. Vest on June 19, 2006

Neal Heifetz, Operations
Joined H.D. Vest on February 1, 1996

Scott Johnson, Compliance
Joined H.D. Vest on September 19, 2005

Jeff Klein, Sales & Marketing
Joined H.D. Vest on August 20, 1990

Vicki Nordskog, Solutions Management
Joined H.D. Vest on March 24, 1997

Tim O’Brien, Human Resources
Joined H.D. Vest on April 17, 1995

David O’Neill, Banking Products
Joined H.D. Vest on October 17, 1986

Don Pinkard, Technology
Joined H.D. Vest on October 1, 2004

Scott Rawlins, National Sales
Joined H.D. Vest on February 10, 1997

Stephanie Schuller, Risk Management
Joined H.D. Vest on March 22, 1999

Brian Stern, Legal
Joined H.D. Vest on July 19, 2004

H.D. Vest Celebrates a Silver Anniversary

H.D. Vest Launches Remote Capture Technology

H.D. Vest Honored with Financial Planning Award for Fifth Straight Year

Accounting Software 411 Features H.D. Vest Advisor Kyle Brownlee on Using High-Tech Tools to Manage Financial Services

Satya Mitra Wins Keynote Speaker Contest at H.D. Vest National Conference

Ochs Named in the Top 100 People to Know in Accounting for Fifth Time

H.D. Vest Advisors Offer Borrowing Power When Their Clients Need It

H.D. Vest Training Focuses on the Advisor’s Team

H.D. Vest president Roger Ochs was featured in the June 2007 Boomer Market Advisor magazine

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H.D. Vest Financial Services® is the holding company for the group of companies providing financial services under the H.D. Vest name.
Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC,
Advisory services offered through H.D. Vest Advisory ServicesSM,
Non-bank subsidiaries of Wells Fargo & Company,
6333 North State Highway 161, Fourth Floor, Irving, Texas 75038,
(972) 870-6000.

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