Another speaker will talk about saving money through taxes!
Brandy Barnes Marion is a Senior Vice President and the Manager of Education with Institutional Wealth Management at BOK Financial. In this role, Brandy coordinates a team providing all aspects of employee retirement planning education, including comprehensive educational needs assessment, campaign design, campaign management, and direct education delivery. Brandy is a qualified licensed financial consultant and holds the Chartered Retirement Planning Counselor certification from the College for Financial Planning. A native of Oklahoma, Brandy graduated from Oklahoma State University with a Bachelors Degree in Business. She previously owned a business in Owasso for 10 years and is an active member of the community. She is a graduate of Leadership BOKF, Leadership Owasso, and was the 2001 volunteer of the year for the Green Country YMCA.