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Our Team

Dallas

M. Tyler Ozanne, CFP®

President & Financial Advisor

214-891-8131

214-891-8585

[email protected]

A Certified Financial Planner® professional with 15 years of industry experience, Tyler Ozanne heads the team at Ozanne Financial Services, which was founded by his grandfather in 1950. Truly a family business...

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J. Holman Moores, CFP®

Associate & Registered Assistant

214-891-8131

214-891-8585

[email protected]

J. Holman Moores joined the Ozanne Financial team in 2014, and has quickly grown into an Associate as he’s established his ability to effectively service clients and provide integral support to senior team members. A...

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Wealth Services Alliance®
Client Service Team

214-891-8131

214-891-8585

Our client service team is ready to help with any questions or requests you may have.

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Wichita Falls

R. Shirley Donnell, Jr., CLU®

Associate & Financial Advisor

(940) 228-0464

(940) 766-5797

sdo[email protected]

Ralph Shirley Donnell, Jr. is a Financial Advisor with 48 years of experience in the industry. A Chartered Life Underwriter (CLU) and a member of the Million Dollar Round Table (MDRT), Shirley has a long and seasoned tenure in...

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Phillip F. Brooks, CLU®, ChFC®

Associate & Financial Advisor

(940) 228-0420

(940) 766-5797

[email protected]

Phillip F. Brooks is a Financial Advisor, primarily specializing in life insurance and retirement income strategies. With 38 years of experience in the industry, Phil has had many years to perfect the client-centric approach...

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George R. Moody

Associate & Financial Advisor

(940) 228-0314

(940) 766-5797

[email protected]

George R. Moody is a Financial Advisor with 35 years of experience in the industry. He holds his Series 7, 63 and 65 securities licenses. An alumnus of Midwestern State University where he graduated magna cum laude with a degree in...

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Justin G. Pestel

Associate & Financial Advisor

(940) 228-0421

(940) 766-5797

[email protected]

Justin G. Pestel is a Financial Advisor, holding his Series 7 and 66 securities licenses as well as a Texas Life and Health Insurance license. His areas of specialty are Qualified Retirement Plan Consulting, Retirement Income...

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