FULL SAIL CAPITAL - Key Persons
Austin Burks joined Full Sail Capital in September 2022, and his passion is finance, management information systems and using technology to manage client portfolios.
He graduated from the University of Oklahoma's Price College of Business in 2021 with a double major in finance and management information systems, and he has obtained his Series 65 license to act as a financial advisor.
Prior to joining Full Sail Capital, Austin worked for Crestone Capital, a registered investment advisor based in Boulder, Colo.
Austin specializes in using information technology to improve accuracy and efficiency in analyzing financial data and decision making. He refers to this area as the merging point between technology and finance.
Austin lives in Oklahoma City with his dog, Milo, and he enjoys golf, rock climbing, water skiing, snow skiing, and endurance sports. He's also an OU football fan.
Blake Casper is front desk coordinator with a passion for building strong relationships as she provides administrative support and services to Full Sail's clients and financial professionals.
Born in Detroit, Blake studied psychology and child development at Oakland Community College in Auburn Hills, Mich., and later at Oklahoma State University - Oklahoma City.
Her professional career includes her role as partnerships coordinator for the YMCA in Flint, Mich. She later served as director of operations for the Soccer Shots youth soccer franchise in Oklahoma City, where she managed day-to-day operations as well as website management, marketing, promotions, and strategic planning. Blake joined the Full Sail team in 2023.
Drawn to warmer weather, Blake relocated to Oklahoma City in 2017, and now lives in the Plaza District with her husband, Eric. Together, they host a cozy AirBNB on their property and try to keep up with their three beloved dogs, a Golden Retriever named Brylee, a King Charles Cavalier named Barrett, and a Bernese Mountain Dog named Mason.
Candace Guy has a diverse set of business talents, and she applies all of them in her two roles at Full Sail Capital. She is marketing director for the firm, and she also manages property and facilities for Full Sail clients.
As a former media buyer for one of Oklahoma's oldest advertising agencies, Candace is passionate about managing Full Sail's brand. She also has knowledge and skill in property management, which she uses to benefit Full Sail clients who need services in that area.
She graduated from Oklahoma State University in 2004 with a degree in advertising, then worked in the advertising field for 14 years. Candace left advertising to use her business savvy in the real estate management industry. After four years of serving private real estate clients, Candace combined her unique set of business skills in 2022 to serve her dual role at Full Sail Capital.
Candace and her husband, Kevin, live in Piedmont and they enjoy watching their five children participate in theater, baseball, dance, and other activities. They also enjoy family movie nights at home.
Job Titles:
- Chief Executive Officer
- Founder
- President of the Oklahoma Israel Exchange Board
David T. Stanley is the chief executive officer and a founding principal of Full Sail Capital. David's passions are his faith, family and providing guidance to his clients and their families with excellence, transparency and integrity.
His firm focus is to be a trusted partner to clients and their families. Loyalty, teamwork, and a relentless focus to provide value are the core values that drive every decision and interaction he shares with them.
David earned his bachelor's degree in business administration with a concentration in finance from the University of North Texas in 1989. In 1994, he graduated from the Graduate Trust School at Northwestern University. He is also a certified trust and financial advisor (CTFA) and holds the Series 65 securities license.
Actively involved in the community, David serves as the president of the Oklahoma Israel Exchange board and is a past chairman of the board for Ronald McDonald House Charities. David lives in Edmond with his wife, Kim. They have three children and two "grandsugars."
George Cohlmia joined Full Sail Capital in September 2018. George's passions are his family, his church and helping people achieve their professional and personal goals. He particularly enjoys working with young adults who are at the outset of their wealth planning process.
His firm focus is working with multi-generational families, businesses, foundations and endowments to plan, implement and maintain customized wealth strategies. In his words, his true value comes in providing discipline to a well-thought-out plan.
George earned his bachelor's degree in chemistry from Southwestern Oklahoma State University in 1974. While at Southwestern, he was actively involved in numerous activities and was honored as the Outstanding Senior Male.
Prior to joining Full Sail, George was fully licensed and registered as a managing director for Waypoint Investment Group of Wells Fargo Advisors. His tenure at Wells Fargo was marked with numerous accomplishments and firm accolades including being named as a Premier Advisor for more than 20 years and serving as a member of the Director's Council of Wells Fargo Advisors. In addition to his recognition from Wells Fargo, George was also named as one of Oklahoma Magazine's Top Financial Advisors in 2008. George has served in the investment management and advisory industry since 1983 and has a depth of experience built from service to clients in a variety of roles at Prudential, PaineWebber, Wachovia Securities and Wells Fargo Advisors.
George has remained involved in his community throughout his career. Currently, he serves on the board of directors of the SWOSU Foundation. George is a former YMCA board member and has previously served in a host of other roles including president of the Edmond Public Schools Board of Education, board of directors for the Port Authority of the Greater Oklahoma City Area, president of Quail Creek Golf & Country Club and board of trustees for St. Elijah Orthodox Christian Church.
George lives in Edmond with his wife Karla. They have two adult children and four grandchildren, and the entire family is active at St. Elijah. He is an avid golfer, consistent reader, sports fan and eager traveler.
Hunter Brown joined the Full Sail Capital team in January 2024, and his firm focus is providing advice and guidance through clear, thoughtful planning with a disciplined and detailed approach.
He graduated from the University of Oklahoma in 2016 with a bachelor's degree in finance and energy management. After graduation, Hunter joined the oil and gas industry where he worked as a land man and continued his education, earning a Master of Legal Studies degree from Oklahoma City University in 2019.
Prior to joining the Full Sail team, Hunter spent three years building his wealth management practice at Lighthouse Financial. He is a CFP® professional and holds the Series 66 license.
Hunter loves serving people regardless of where they are on their financial journey. He helps clients plan, implement, and maintain customized wealth strategies, and he works with individuals and families who are just getting started as well as with those who are inheriting or managing generational wealth.
A native Oklahoman who lives in Edmond with his wife, Meredith, and their two sons, Hunter is passionate about his faith, and tries to have a positive impact on those around him. When he's not spending time with his family and friends, he enjoys hunting and being in the great outdoors.
Job Titles:
- Client Service Representative
Jordan Dean joined Full Sail Capital in June 2023 as a client service representative with a passion for helping clients and building trusted relationships that nurture generational peace of mind.
Job Titles:
- Client Service Representative
Kaeley Tortorici is a client service representative with a passion for problem-solving and cultivating meaningful relationships with clients.
Kaeley graduated cum laude from Oklahoma Baptist University earning a bachelor's degree in business administration with a concentration in Finance. While at OBU she served on the Paul Dickinson College of Business Student Advisory Board representing the school's finance majors. During her time at OBU she also began her career in the finance industry by working as a teller at Tinker Federal Credit Union.
Prior to joining Full Sail Capital in 2022 Kaeley worked at Energize Credit Union where she served as a lending specialist for two years. While there she helped develop and implement several policy changes in order to better serve the credit union's members and create a more efficient process.
Kaeley lives in Oklahoma City where she enjoys spending time with her family, her husband Paul, and her Jack Russell Terrier mix, Stevie. She spends her free time exploring OKC, going to Cyclebar, and reading.
Her firm focus is overseeing internal account management, providing client support and leading asset administration for clients with real estate holdings. Katherine earned her bachelor's degree in agricultural communications from Oklahoma State University with a minor in agricultural economics in 2004.
After graduating, Katherine accepted a position with Countrywide Home Loans at the Pricing Desk. During her tenure at Countrywide, Katherine served as a sales associate, junior underwriter and sr. junior underwriter.
Katherine accepted a position as real estate assistant for Heritage Trust Company in 2011 where she served for two years. She joined Trust Company of Oklahoma in 2013 where she served as trust officer of the Property Management Division before joining Full Sail in 2018.
Katherine's passions include running and serving others. Through the years, she has held various pivotal civic roles and participated in many community activities. She is as an active member and past Community VP of Junior League, a founding board member of All Kidz, Inc., a Lyric Theater committee member, and a past member of the second century board for the Gaylord-Pickens Museum. She also currently serves on the Board of Directors for the Red Bud Classic.
Katherine and her husband, Brian, live in Oklahoma City. In her spare time, you can find Katherine reading, enjoying the outdoors, or running with the Landrunners Running Club.
Job Titles:
- Client Service Representative
Katherine "Kate" Davidson serves as a client service representative at Full Sail Capital. She has a passion for building trusted relationships with clients and for going above and beyond for them.
Kyle Ray joined Full Sail Capital in October 2021, and his firm focus is providing advice and guidance catered towards specific goals through strategic planning. Kyle uses his role as an advisor to assist individuals and families implement a disciplined asset management strategy. His passion for detail is highlighted when working on various scenarios that allow a client to see their options and paths to success.
Kyle earned his bachelor's degree in finance from Dallas Baptist University in 2020. He currently holds the Series 66 license. While at Dallas Baptist, Kyle was a part of the NCAA Division 2 men's golf team and continues to play golf as an outlet with friends and family.
Prior to joining Full Sail, Kyle was an advisor at Ironhorse Investments & Estate Planning, where he provided asset management and client relationship services. Kyle is a native Oklahoman, and grew up in the small, southwest Oklahoma town of Walters. He currently lives in Oklahoma City and enjoys spending time with his family, and wife Abi, golfing, and playing guitar in his downtime. He is also passionate about his Christian faith and OU football.
Job Titles:
- Instructor, Finance Committee Member and Board Member for the First Tee of Metropolitan Oklahoma City
Max Rhodes has been part of the Full Sail team since its founding in 2018. With his passion for detail, Max assists families and individuals with developing a responsible and disciplined approach toward asset management through his role as an advisor. Max's legal background also allows him to work closely with clients who are looking to create, review or update their estate plans. His firm focus is to enhance the client experience through a personal and technology-based team approach, which he believes is Full Sail Capital's true competitive advantage. Max also serves as the firm's Chief Compliance Officer.
Max earned his bachelor's degree in finance from Oklahoma State University in 2007. In 2010, he earned his Juris Doctor from The University of Oklahoma College of Law. He was admitted to the Oklahoma Bar Association in 2010 and is licensed to practice in the United States District Court for the Western District of Oklahoma.
Before entering wealth management, Max spent over six years practicing law, working with individuals, banks, and other small and midsize businesses. His focus areas included contract law, real property law and business litigation. This experience has allowed him to help individuals and companies take a proactive approach to asset management with an eye towards planning for both the expected and the unexpected.
Immediately prior to joining Full Sail, Max was an assistant vice president in the Oklahoma City office at Trust Company of Oklahoma, where he provided asset management and personal trust services.
A native Oklahoman, Max currently serves as an instructor, finance committee member and board member for the First Tee of Metropolitan Oklahoma City and is a member of the Downtown Club of Oklahoma City. He lives in Oklahoma City with his wife, Abby, and their two sons. The family attends Crossings Church.
Job Titles:
- Chief Operating Officer
- Founder
Job Titles:
- Advisor
- Member of the American Institute of Certified Public Accountants
Stacy Murray joined Full Sail Capital in May 2020, as a certified public accountant and CERTIFIED FINANCIAL PLANNER TM professional. Her firm focus is serving clients as a trusted financial advisor, using her background and experience in accounting to add value to clients through direct dealings with client's CPA partners. Stacy lends her unique set of skills and qualifications to help individuals, families and businesses grow and manage generational wealth including legacy planning.
Stacy graduated summa cum laude from Oklahoma State University's College of Business Administration in May 2007, completing her work in the honors college, where she earned a Bachelor of Science degree in accounting. In addition to her honors college degree, Stacy's academic achievements were recognized with a General Honors Award and a College Honors Award. In December 2007, she completed her master's degree in accounting from OSU, again, achieving summa cum laude distinction.
She is licensed to practice as a CPA in Oklahoma and Missouri, where she began her career in 2008 with KPMG, a Big Four international accounting firm. While at KPMG's Kansas City office, Stacy provided assurance services to financial service industry clients ranging from Fortune 10 companies to family-owned businesses. In 2013, KPMG promoted Stacy to audit manager, and in 2015, she was named senior audit manager. Stacy eventually moved to KPMG's Oklahoma City office, where she recruited young professionals and served as senior audit manager for clients in asset management, insurance, healthcare, restaurants, and oil and gas. Murray also was a devoted member of KNOW, KPMG's Network of Women.
Stacy loves accounting and enjoys using her skills to assist clients. She is also passionate about her family, starting with her husband, Bryan Coppock, who was her high school sweetheart in Ponca City, where she was born and raised. Stacy and Bryan also have a daughter and two sons. Together they enjoy trips to the mountains, where they snow ski, drive four-wheelers, golf, and spend time at the lake. She returns home to Ponca City from time to time to help her parents with their cattle.
Stacy is a member of the American Institute of Certified Public Accountants and the Oklahoma Society of CPAs, and she serves on the Audit Committee for Infant Crisis Services in Oklahoma City. She and her family are parishioners of Christ the King Catholic Church in Nichols Hills.
Tyler Grubbs joined Full Sail Capital in October 2019, and his firm focus is providing advice and guidance to qualified retirement plans and charitable organizations. He works with individuals, families and companies of all sizes to design, implement and manage a process specific to each institution. Whether he is working with the management team or meeting with an individual, Tyler loves using financial planning strategies to provide clients with the best chance of success.
Tyler graduated from Oklahoma State University's Spears School of Business in 2010 with a bachelor's degree in finance. He currently holds the Series 66 securities license and maintains the Accredited Investment Fiduciary (AIF) designation from FI360.
Prior to joining Full Sail, Tyler spent time building his wealth management practice at Morgan Stanley, and more recently, at Cadent Capital Advisors.
Tyler is passionate about his Christian faith, his family and serving clients in a way that empowers future generations. Tyler enjoys being active in the community, and he's always looking for ways to give back. He currently serves on the board of directors for the Crossings Church Endowment and Mid-America Christian University.
Tyler lives in Edmond with his wife, Brittany, his two sons and daughter. They are active members of Crossings Church, and they are proud OSU alumni.
Zac Reynolds - Chief Investment Officer, Founder
Job Titles:
- Chief Investment Officer
- Founder