About Me

Operations Manager
Oklahoma Capital Advisors, LLC 
Leonard Investment Advisors, Inc.
Leonard Agency, Inc.

 


Vanessa had been in the finance business for many years and comes with vast experience in the field. After studying at California State University, San Bernardino, Vanessa began her career in 2004 with Leonard Investment Advisors. She carried on her career in finance throughout the years including Oklahoma Capital Advisors and Leonard Securities in 2015 until the present. Her back-office operations include her Series 99 Operations Professional License. Vanessa carries out such duties as new account and document services, office receptionist, document processing, cashier, order entry, account support, investment advisor operation and mail services. 

Vanessa and Octavia have been married since 2015, and have one daughter together. Her favorite activities include sewing, quilting, and wood working. She never misses an opportunity to see an art exhibit or attend a concert.