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Our Qualifications

 

Mr. McAnally has over 40 years of expertise in the financial advisory arena.  His comprehensive approach to planning for individuals and for businesses includes a combination of computer-generated numerics with highly customized and individualized written strategies.

Mr. McAnally has written articles for news and business publications.  He has also been a guest speaker and held financial seminars for over 400 corporations and associations.  Since 1993, he has been the radio program host of “The Financial Forum with DeWayne McAnally” as well as doing financial columns for newspapers and magazines. Mr. McAnally has served as a guest lecturer for University of Oklahoma, University of Central Oklahoma, and Southern Nazarene University.

 Before entering financial planning, Mr. McAnally served as a consultant with an Oklahoma City based business consulting firm.  He also spent five years with Sears, Roebuck, and Company in finance management positions.  In 1995, Oklahoma Governor Frank Keating appointed Mr. McAnally as his representative to the board of trustees of the Oklahoma Public Employees Retirement System and he was named to the investment committee for the state's retirement system in 1996.  The Governor also appointed him as his representative to the board of trustees of the Uniform Retirement System for Justices and Judges.  Governor Brad Henry reappointed Mr. McAnally as his representative to the boards and the investment committees in 2003. In 2011 Governor Mary Fallin asked him to continue as the Governor's representative to both boards.

  Mr. McAnally is a graduate of Southern Nazarene University.  He earned the designation of Certified Financial Planner in 1982.  He became a Registered Investment Advisor in 1984.  

 Mr. McAnally has been an active member in several professional organizations.  In 2000 Mr. McAnally and his wife JoAnn founded The McAnally Foundation to help underprivileged children and the elderly of Oklahoma.  One of Mr. McAnally's proudest achievements came when he and JoAnn were named Oklahoma City's Big Brothers and Big Sisters couple of the year for 2008.