OCCF will be closed in observance of Memorial Day on Monday, May 27th. We will reopen at 8:30 a.m. on Tuesday, May 28th. Best wishes from all of us to you.
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Shelley Maxted

Shelley Maxted, Managing Director, Auric Road Wealth Management

Shelley Maxted earned her bachelor’s degree in finance from Oklahoma Baptist University (OBU) and her master’s degree in finance from Boston University. In addition to her degrees, she holds the professional designation of Chartered Financial Analyst and a Chartered Advisor in Philanthropy. Mrs. Maxted’s practice focus area is high net-worth family wealth management. Mrs. Maxted served as an adjunct professor at Oklahoma City University and OBU, as well as an instructor at the Graduate School of Banking and Texas Bankers Association Trust School. Mrs. Maxted is involved in the community, volunteering with many organizations, and currently serves on the Board and Education Committee of Central Oklahoma Humane Society.

Committees: Chair – Investment; Charitable Organization Endowment Fund; Executive

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Auric Road Wealth Management is a separate entity from WFAFN. As the chair of the Investment Committee, I act in a completely separate role from my position as a Financial Advisor at Wells Fargo Advisors.

Shelley Sanders