SUTTERFIELD FINANCIAL GROUP - Key Persons


April Kennedy

Job Titles:
  • Staff Accountant

Beth Combs-Kelton

Job Titles:
  • Retirement Client Services

Elisa Moulton

Job Titles:
  • Client Services - Investments

Faye Duncan

Job Titles:
  • Staff Accountant
I enjoy working at Sutterfield because…. of the limitless opportunities to work with clients while personally grow in knowledge and experience in my field. The culture and appreciation from the staff and management here are like nothing I have ever experienced. When I'm not at work….I am hanging out with my husband and my kiddos. We love to be outside. We enjoy traveling. Our weekends are often spent at high school sporting events watching and cheering on our youngest. I love to cook and bake. I also enjoy reading and talking on the phone to keep up with my family. Interesting Facts…. I am a Cajun girl from South Louisiana. I grew up on boiled Crawfish and living off the land. When I can, I enjoy hunting, fishing, and camping in the Swamps of South Louisiana.

Janice Ontiveros

Job Titles:
  • Investment Division Analyst
I enjoy working at Sutterfield because they have created an exceptional environment where employees and clients are treated like family. Each day is an opportunity to learn new strategies and grow your knowledge to help someone achieve their financial goals. When I'm not at work, you can find me sharing laughs and spending time with my husband and three kids. I love the sunshine and all things outdoors. Most weekends you can find us exploring hiking trails with our dogs, watching soccer games, challenging each other to an intense game of backyard croquet, or planning the next home improvement project. Interesting Fact: The most rewarding volunteer work I've ever done was being a birth doula! There is nothing like witnessing new life enter the world.

Jessica Graves

Job Titles:
  • Investment Division Manager
I enjoy working at Sutterfield because we are like one big family. We celebrate those who deserve to be celebrated, uplift one another and work together as a team to deliver the best service to our clients. I love the challenge of every client's financial picture being different and customizing what we offer for that clients specific needs. I enjoy building relationships with our client's and getting to know them on a personal level. When I'm not at work, you can find me enjoying time with my husband and our two kids. We live on a ranch next to other family members. We are always getting together to do something outdoors, such as kick ball game with the kids, fishing, grilling out, or just watching the sunset. Interesting Facts: My husband and I recently bought and renovated the house that I grew up in on my family's land. It's so cool to see my kids grow up where I did, living right next to their family. The cousins have a little path through the pasture where they walk to each other's houses, just like I did growing up.

Julie Makovec

Job Titles:
  • Administrative Assistant
I enjoy working at Sutterfield because everyone works together to help assist clients in planning their financial future and realizing their goals. It truly is a team effort! When I'm not at work, I enjoy being outside doing almost anything. I like to go hiking, and usually have Remi roaming the trails with me. She loves to explore, and she thinks Osage Hills State Park is her own personal playground.

Kacy Miller

Job Titles:
  • Legal Assistant
I enjoy working at Sutterfield because the people at Sutterfield encourage you to learn and grow, not only professionally, but also as a person. The fast pace work environment keeps you on your toes and you are constantly learning new abilities. I love serving people and knowing that I played a part in making the client's vision a reality makes all the hard work worth it. When I'm not at work, you can find me at home playing Beat Saber with my husband and relaxing with my fur-babies. Yes I know, Bentley is a "horse." Being a Great Dane mom is simply the best. Interesting Facts: My first concert ever was ZZ Top opening for Aerosmith. Steven Tyler threw his sunglasses at me. I've been starstruck ever since.

Karen Thill

Job Titles:
  • Accountant
I enjoy working at Sutterfield because I really like the way the SFG Team puts our clients first and goes above and beyond to provide the best services possible. It makes me proud to work for a company that continually strives to make a positive difference in the lives of our clients, our community and the members of our team.

Kathy Davis

Job Titles:
  • Vice President - Insurance
I enjoy working at Sutterfield because it gives me the opportunity to assist our clients in providing for their financial future with the knowledge of a dedicated team.

Kaycie Hall

Job Titles:
  • Executive Administrative Assistant to Trevor Sutterfield
I enjoy working for Sutterfield because there is so many opportunities to help others in this industry. Here at Sutterfield Financial Group, Inc, we get the opportunity to help people in some of the toughest aspects of their lives. It is an incredibly rewarding opportunity. When I am not at work you can find me in my office at home working on anything crafty! I love to build, design, and create! I also spend a lot of time at the ballfields. My daughter, husband, and I are actively playing softball regularly. My daughter keeps us pretty busy on the weekends between softball tournaments and agility practices! Interesting Facts I recently got married to my husband Chad, who I met on the softball field. We share the love of softball with our daughter, Ellie. We also have a Great Pyrenees and a mini Aussie!

Kelli Edwards - VP

Job Titles:
  • Vice President
I enjoy working at Sutterfield because of the opportunity it gives me to help others- both our clients and our team. I find my work most rewarding when I can make a difficult situation easier for someone else or even just put I smile on their face. I love the "warm fuzzy" feeling of making a difference in someone's life. And we have so many opportunities to do that here at SFG! When I'm not at work, you can find me with my family. Spending time with my husband and kids is what makes my heart the happiest. We enjoy spending time outdoors (we can get pretty competitive in a game of croquet or bocce) or just watching a movie. I have the greatest family and friends a girl could ask for! Interesting Fact: I love sunsets. I will drop anything to watch a beautiful sunset and you may even find me pulled over on the side of the road to try to get that perfect picture!

Kristine Odden

Job Titles:
  • Accountant
I enjoy working at Sutterfield because</strong> I love serving others! I enjoy helping people further their success, knowing behind the scenes that I helped play a small part in it. I also enjoy being part of a team that works well together, with a family-like atmosphere. I believe in the core mission of this organization and furthering the goals not only for SFG but also our many clients. When I'm not at work, you can find me behind a camera - I love doing sports/action photography (my girls are all grown so I need new kids to photograph!), but I also enjoy taking pictures of our two labs doing what they love - retrieving! Interesting Facts: I grew up in Colorado, so I love the outdoors! I've actually hiked the Grand Canyon Rim-to-Rim in one day - two different times now - for a total of over 40 miles, but I also love to kayak and travel. I'm also a proud mom of five kids - three daughters and two stepsons, and most of all, my two beautiful granddaughters!

Marci McMurtrie

Job Titles:
  • Administrative Assistant

Shelly Sutterfield - CFO

Job Titles:
  • Chief Financial Officer
When Trevor and I started SFG, it was just the two of us. As we grew, we hired people with the skills to fill certain jobs and I naturally landed in the accounts receivable/accounts payable area. I'm not a very outgoing person, so being behind the scenes suits my personality best. I enjoy working at Sutterfield because it's my baby. Trevor and I built this company and I enjoy seeing it grow and flourish. I enjoy being around our employees aka my "kids." They have become part of our family, so their lives are very important to me. My areas of expertise at SFG include accounts receivable/payable, human resources, and tending to the "kids'" various needs. When I'm not at work, you will find me maintaining our farm. In the summer that means tending our vegetable garden, picking blackberries, or mowing. I also enjoy researching my family tree and can spend hours online pilfering through scanned documents and books looking for that juicy tidbit of information or missing puzzle piece. Interesting Fact: Our dog Kenzie loves to spend time at our office! It is always fun having a wired Weim running around the office! Shelly's dog Kenzie

Tara Price

Job Titles:
  • Executive Administrative Assistant
I enjoy working at Sutterfield because we have an amazing employee base that are eager to be a part of helping clients build and manage their financial futures. Working in this field creates relationships with clients and watching their financial goals unfold is very rewarding. I am truly thankful to be a part of Sutterfield Financial Group, Inc. When I'm not at work, you can find me spending time with my fiancé, family, and holding grandbabies. Interesting Facts: I enjoy hunting, fishing, & hiking along with about anything outdoors.

Trevor Sutterfield - CEO, President

Job Titles:
  • CEO
  • President
I enjoy working at Sutterfield because when you truly love what you do, it is not work. I am so blessed to be able to meet and work with so many great people. My passion is to have a real impact on those we work with whether that is creating a path to help someone retire, pass the family farm to the next generation or impact the bottom line of the business by saving a significant amount of taxes. My goal is to utilize my God given talents to the absolute best of my ability while delivering plus 1 to our relationships. It is a true joy that I get to do every day - my cup is always full!

Zach Hyden - Chief Legal Officer

Job Titles:
  • General Counsel
I enjoy working at Sutterfield for numerous reasons. The culture at our office is something I've never experienced before. I also strive every day to accomplish Sutterfield's mission - to assist our clients in every aspect of their financial lives. My position with Sutterfield Financial Group is the General Council and Chief Compliance Officer. I served as the city attorney for a number of municipalities throughout Oklahoma before landing my job at SFG. When I'm not at work, you can find me with my family - Christina (wife), Emma (daughter), and Luke (son). I also love camping and spending time at the lake. Interesting facts: I am affiliated with the American Bar Association, Oklahoma Bar Association, Osage County Bar Association, Washington County Bar Association, Nowata County Bar Association, Delaware Nation Bar Association, United States Securities and Exchange Commission, Oklahoma Municipal League, and Habitat for Humanity. This is Zach and his wife, Christina, on their wedding day.