BISON INVESTMENT ADVISORS - Key Persons
D. Mark Tidwell - Chief Investment Officer, Founder, President
Job Titles:
- Chief Investment Officer
- Founder
- President
- Certified Financial Planner
D. Mark Tidwell is a Founder, President, and Chief Investment Officer of Bison Investment Advisors. He leads the private wealth management and investment management part of the practice. Along with his partner, they oversee the investment advisory aspects of the firm. Mr. Tidwell's approach to wealth management is consultative, holistic and solution driven.
With 25 years of financial services experience working with clients, he brings a goal based approach to clients and prospective clients.
Mr. Tidwell has been a Certified Financial Planner,™ for over 13 years and is a member of the Financial Planner Association® of Houston.
A native Houstonian and graduate of Texas A&M University, Mr. Tidwell and his family reside in Spring, Texas.
David Turner is a native Houstonian and graduate of the University of Houston. David has been an investment advisor for the last 17 years and brings with him over a decade of financial planning experience as a CFP® professional. He has a client centric focus and takes holistic financial planning approach into each client engagement. In his new role at Bison Investment Advisors, David will advance the firms attention to financial planning as a part of our unwavering dedication to helping our clients succeed. David also brings with him extensive experience in consulting on the qualified plans of some of the region's most reputable companies.
David resides in Friendswood, Texas with his wife of 25 years, Christine. Their son is a junior at the University of North Texas, and their daughter is a freshman at Texas A&M University.
Tara Anne Roman is the Relationship Manager at Bison Investment Advisors. She serves as a liaison between the firm and its clients by maintaining strong relationships, ensuring client satisfaction and loyalty through outreach and interaction.
Mrs. Roman also handles the daily operations of the firm and provides support to the CEO and President. Having previously worked with Merrill Lynch, Deutsche Bank and Goldman Sachs, she strives to utilize her skillset in the most efficient and effective way. Mrs. Roman currently holds her Investment Advisor Representative license and her Associates degree in Executive Administration.
Mrs. Roman is a native New Yorker, who now lives in Katy, TX with her husband and two children.