Meet the FIC Adviser Team
We feel fortunate to be a 'working family'. The late great Jim Phillips began advising clients in 1985 and his daughter, Cheryl Green has been involved with the business in some facet since she was 16 years old (She claims this was only 19 years ago ;-P). Kenny and Cheryl were married in 2000 and have been registered reps since 2001. They offer a unique and synergistic style that allows them to better communicate the financial planning needs of couples.
Cheryl Green, President and Kenny Green, Vice President of FIC. They are both registered reps and Kenny is a CFP®.
Kenny and Cheryl Green were married in November of 2000 and have been conducting financial planning and investment advisory services as a team since they both became registered representatives in 2001. Cheryl joined First Investment Corporation in 1993 after graduation from Oklahoma State University with her Bachelor of Science in Finance. Kenny graduated from Texas Tech University with a Bachelor of Science in Mechanical Engineering and joined First Investment Corporation in 2001.
They currently hold the following licenses: Series 7 (FINRA), Series 66 (OK), and Life Insurance (OK). Kenny earned the CERTIFIED FINANCIAL PLANNER™ designation in January 2014 and the Series 24 Principal License (FINRA) in 2017. They are also members of the Financial Planning Association.
If you would like to contact Kenny and/or Cheryl, click here and feel free to submit any questions you may have.
They currently hold the following licenses: Series 7 (FINRA), Series 66 (OK), and Life Insurance (OK). Kenny earned the CERTIFIED FINANCIAL PLANNER™ designation in January 2014 and the Series 24 Principal License (FINRA) in 2017. They are also members of the Financial Planning Association.
If you would like to contact Kenny and/or Cheryl, click here and feel free to submit any questions you may have.
Meet Morgan!
She doesn’t like self-promotion, so we’ve decided to do it for her:
She appears quiet and reserved but her spirit is fiery and her desire to make a difference using her accumulation of knowledge and experience over the years will eventually win out.
She is married to Chris Barnhill and has two daughters and two step-daughters.
Many have come through the ranks of our staff. The details can be arduous and processes are ever changing. Yet, she has never wavered in her posture of perseverance. She also gained her Series 7 securities license in 2018 while conducting her regular role as our office manager.
You will see her role increasing as she continues to take on ever increasing responsibilities in our office. You may have already seen her in some of our meetings here at our office.
She has so much talent and potential. We thank you in advance for helping us nurture and encourage her so she can help as many people as possible.
She doesn’t like self-promotion, so we’ve decided to do it for her:
She appears quiet and reserved but her spirit is fiery and her desire to make a difference using her accumulation of knowledge and experience over the years will eventually win out.
She is married to Chris Barnhill and has two daughters and two step-daughters.
Many have come through the ranks of our staff. The details can be arduous and processes are ever changing. Yet, she has never wavered in her posture of perseverance. She also gained her Series 7 securities license in 2018 while conducting her regular role as our office manager.
You will see her role increasing as she continues to take on ever increasing responsibilities in our office. You may have already seen her in some of our meetings here at our office.
She has so much talent and potential. We thank you in advance for helping us nurture and encourage her so she can help as many people as possible.