Donald R. Dj Windle

Donald R. Dj Windle

the Captain @Windle Wealth

Oklahoma City, OK, US
MOBILE NUMBERS
+15•••••••56

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WORK HISTORY

Mar 2014 — Present

the Captain @Windle Wealth

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Our Firm was created after years of experience in the financial industry for one reason and one reason only: To be different. People are inundated with new financial products and investment strategies that seem to promise your financial success, however, these are costly and our belief is that simplicity often times breeds success not only in investing but in life. Our world is changing rapidly but true investment principals have mostly remained the same. We use a very simplistic investment strategy that we believe is time tested and easy to understand.We invest in businesses. Plain and simple.

EDUCATION

N/A

Penn State University

Master's, Taxation

2003 — 2007

University of Oklahoma

Bachelor's, Psychology w/ Minor in Criminology

1997 — 2001

Okeene High School

High School Diploma

2010 — 2011

College for Financial Planning

Certified Financial Planning Course

2007 — 2009

Southern Nazarene University

Master's, Business Administration

SKILLS

Asset AllocationMutual FundsFinancial AdvisoryFinancial AnalysisWealth ManagementWealth AccumulationRetirementStrategic Financial PlanningInvestment AdvisoryIrasInvestment StrategiesInvestmentsPortfolio ManagementRetirement Planning

ABOUT DONALD R. DJ WINDLE

Wealth Manager. Financial Planner & Entrepreneur

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