Officers

Judy C. Bozeman
   

Judy C. Bozeman
Chairman of the Board
Founded company in 1982
Member of Financial Planning Association and American Institute of Banking
jbozeman@woodwayfinancial.com

Judy Bozeman, as Chairman of the Board of Woodway Financial Advisors, has more than 30 years experience in banking, trust management and financial planning. Judy is a member of the Financial Planning Association, American Institute of Banking, Houston Business and Estate Planning Council. She serves on the board of Bauer College of Business Foundation and has served on the Boards of American Leadership Forum, Texas Executive Women and Women's Resource and as Vice Chairman of Amigos de las Americas .

Her Bachelor's Degree in Finance and Economics is from the University of Houston , where she graduated Magna Cum Laude. She was awarded “National Observer Award” by Dow Jones & Company. Judy is a member of business, economic and interdisciplinary honor studies, including Beta Gamma Sigma, Omicron Delta Epilson and Phi Kappa Phi.



William D. Cunningham, JD

   

William D. Cunningham, JD, AEP®, CTFA
President and Vice Chairman of the Board
Estate planning, probate and asset administration
wcunningham@woodwayfinancial.com



Bill Cunningham joined Woodway Financial Advisors in 1990. He has more than 30 years experience in probate and trust administration, investments, tax and financial planning. Bill has had a primary role in the settlement of over 200 probate estates ranging in size to $50 million. He has spoken and written extensively on the subject of distribution planning for qualified plans and IRAs. He is a past President and Director of the Houston Estate and Financial Forum and past President and Director of the Houston Business and Estate Planning Council. He has served as Director for companies in a range of businesses including retail services, industrial products distribution, manufacturing and energy exploration.

Bill earned his undergraduate degree in Commerce from Washington & Lee University and a Doctor of Jurisprudence from Bates College of Law at the University of Houston . He is a Certified Trust and Financial Advisor licensed by the Texas Bankers Association and has been certified as an Accredited Estate Planner (AEP) by the National Association of Estate Planners and Councils.




Elizabeth C. Leicht, JD

   

Elizabeth C. Leicht
Vice President and Trust Officer
eleicht@woodwayfinancial.com


Elizabeth Leicht joined Woodway Financial Advisors in November 2012, after practicing law for close to 10 years. Elizabeth brings her expertise in the transfer and management of client assets as well as the planning and administration of estates and trusts to Woodway.

Prior to joining Woodway, Elizabeth worked for five years as a probate and trust lawyer with Dinkins Kelly Lenox Lamb & Walker, L.L.P., in Houston, Texas. During Elizabeth’s time at Dinkins, she handled all legal issues involving the transfer, management, and control of family assets, including estate planning and the administration of estates, trusts, and guardianships, as well as litigation involving decedent's estates, trusts, and guardianships.

Elizabeth is a member of the Houston Bar Association Probate Section, Attorneys in Tax and Probate, and the Houston Estate & Financial Forum. Elizabeth attended law school at Suffolk University Law School in Boston, Massachusetts, and received her Juris Doctor May 2001. Elizabeth practiced in Massachusetts for five years before returning home to Houston, Texas. Elizabeth received her Bachelor in Journalism from the University of Texas, Austin, Texas, May 1998.




Allen Lewis, CFA

   

Allen Lewis, CFA
Vice President and Director of Research
alewis@woodwayfinancial.com


Allen Lewis brings additional financial experience and a proven proficiency in equity research to Woodway Financial Advisors. As Vice President and Director of Research, his expertise heightens the investment management and performance strengths available to clients of the firm.

Prior to joining Woodway Financial Advisors, Allen worked for nine years in software application design and implementation for a Fortune 500 company in Houston. He earned his Bachelor of Arts in Economics and Managerial Studies from Rice University in 1997 and his Master of Science in Finance from the Bauer College of Business (University of Houston) in 2005. While at UH, Allen served as a Senior Portfolio Manager for the Cougar Investment Fund, a private investment fund managed by graduate students at the Bauer College of Business. Allen also holds a Master of Business Administration degree from the University of Texas at Austin (2007).




Jennifer R. Marshall

   

Jennifer R. Marshall
Trust Administrative Officer
jmarshall@woodwayfinancial.com


Jennifer R. Marshall joined Woodway Financial Advisors as the Internal Auditor in June 2000. Her contributions to the firm were well recognized as she became an Account Administrator and then was promoted to her present position as Trust Administrative Officer. Within this area, her responsibilities include the administration of client accounts, estates and the implementation of special projects.

With a well-rounded background, Jennifer’s qualifications and prior financial expertise encompasses sales and accounting positions for both Fortune 500 companies and privately owned businesses. Jennifer received her Bachelor’s of Business Administration Degree in Finance with a minor in accounting from Texas State University. Her collegiate activities included membership in Chi Omega Sorority and the Panhellenic Association.



Richard J. Morales, CFA

   

Richard J. Morales, CFA
Executive Vice President and
Vice Chairman of the Board

Investments and portfolio management
rmorales@woodwayfinancial.com

Richard Morales joined Woodway Financial Advisors in 1991. Rick's extensive academic, technical and practical investment background provides a strong resource for Woodway's client base. Prior to Woodway, he spent seven years in portfolio management with an independent bank trust department.

Rick is a Chartered Financial Analyst and a member of the CFA Institute and the CFA Society of Houston. He is past President of the Board of Directors of the University of Houston Bauer College of Business Administration Alumni Association and served on the Dean's Advisory Board. Rick authors The Woodway Report, the firm's quarterly economic and capital market outlook. Rick has a Bachelor's of Business Administration and Master's of Business Administration from the University of Houston with a concentration in Finance.

Maureen F. Phillips, JD

   

Maureen F. Phillips, JD
Senior Vice President and
Trust Officer

Planning, administration and investment of trust and
investment assets
mphillips@woodwayfinancial.com



Maureen Phillips has more than 20 years of experience in the planning, administration and investment of personal, trust and charitable foundation assets. Prior to joining Woodway in 1996, Maureen was associated with the Trust department of two major banks and was Manager and Trust Officer of Employee Benefits. As Senior Vice President and Trust Officer for Woodway, she administers an extensive range of clients on personal, trust and foundation issues.

Maureen is Manager of Trust Administration for the company and serves on its Advisory Committee. She is an active member in the Houston Business and Estate Planning Council, the Houston Estate and Financial Forum, Attorneys in Tax and Probate, and the Estate and Probate Section of the Houston Bar Association. Maureen earned her Bachelor's of Arts in Economics from Rice University and her Doctor of Jurisprudence from the University of Houston Law Center.



Michael G. Ringger

   

Michael G. Ringger
Vice President and
Chief Financial Officer
mringger@woodwayfinancial.com



Michael Ringger is responsible for corporate financial reporting, audits, information technology, human resources, and all other aspects of corporate operations at Woodway. He has more than 30 years of experience in the financial services industry previously serving as Chief Financial Officer for a state-chartered trust company and a registered investment advisor serving high-net-worth families. He provided leadership in the development of highly personalized, comprehensive financial and tax strategies for clients. He also led traditional finance and accounting, information technology, investment operations and human resources functions.

Michael began his career with a large international public accounting firm providing audit, tax and consulting services to owners of closely-held businesses and firms in the financial services industry.

Michael received his Bachelor of Science degree in Accounting from Brigham Young University. He was previously licensed as a Certified Public Accountant in Washington State.



Donald W. Roberts, CFP
   

Donald W. Roberts, CFP
Vice President and Trust Officer
Planning, administration and
investment of client accounts
droberts@woodwayfinancial.com

Donnie Roberts, a CERTIFIED FINANCIAL PLANNER™ professional, oversees the planning, administration and investment of Woodway client accounts. Using his financial expertise, Donnie creates and implements customized programs for high net-worth individuals in areas such as executive compensation planning, family wealth transfers and retirement/cash flow planning.

Donnie has a Bachelor's of Business Administration in Economics from Sam Houston State University . He is an active member of the Houston Estate and Financial Forum and Financial Planning Association. Donnie is a past President of the Financial Planning Association of Houston Foundation.

 


Tom Williams, CFP

   

Tom Williams, CFP
Vice President and Trust Officer
Planning, administration and
investment of client accounts.
twilliams@woodwayfinancial.com



Tom Williams brings more than 20 years of experience in investments, financial planning and trust administration to Woodway Financial Advisors. Prior to joining Woodway, Tom was a principal with an independent inventment advisory firm in Houston and had extensive experience as a trust officer with a major bank trust department. Tom has proven capabilities in investment advisory services with the ability to understand, design and achieve a client's financial goals.

Tom is a CERTIFIED FINANCIAL PLANNER™ professional and is an active member of the Financial Planning Association of Houston and the Houston Estate and Financial Forum. He received his Bachelor's of Science and Master's of Business Administration degrees from the University of Houston with a concentration in finance.


Staff

Chris O'Daniel

   

Chris O'Daniel
Financial Planning Analyst
codaniel@woodwayfinancial.com



Chris O’Daniel helps oversee the financial planning department at Woodway Financial Advisors. Chris works directly with the trust officers to create and maintain comprehensive financial plans for new and existing clients with an emphasis on retirement strategies, long-term cash flow analysis, estate planning and income tax analysis.

Chris holds a Bachelor of Science in Personal Financial Planning from Texas Tech University. He is an active member of the Financial Planning Association of Houston and is working towards obtaining his CERTIFIED FINANCIAL PLANNER™ designation. Prior to joining Woodway, Chris worked in banking with a large corporate bank in Houston.

Brian Tully

   

Brian Tully
Portfolio Manager and Equity Analyst
btully@woodwayfinancial.com



Brian Tully joined Woodway Financial Advisors in 2012 as a Portfolio Manager and Equity Analyst. Previously, he spent more than seven years in energy industry media. He came to Woodway from Hart Energy, where he was an award-winning editor for the Oil and Gas Investor magazine.

Brian earned a Bachelor of Arts in Political Science from Trinity University and a Master of Business Administration from the Jones Graduate School of Business at Rice University, where he was an analyst on the graduate student-managed M.A. Wright Fund.



Francisco Perez

   

Francisco Perez
Portfolio Manager and Equity Analyst
fperez@woodwayfinancial.com



Francisco Perez joined Woodway Financial Advisors in 2012 as a Portfolio Manager and Equity Analyst. Francisco is responsible for analyzing the Consumer Staples and Consumer Discretionary sectors.

Francisco holds a Master of Business Administration degree with a concentration in Financial Management and a Bachelor of Science Degree with an emphasis in International Business Economics. He earned both degrees from Southeast Missouri State University in Cape Girardeau, Mo., where he attended on a full football scholarship. Prior to joining Woodway, Francisco worked as an analyst at an investment advisory firm in Houston and has extensive experience in the financial services industry. Francisco is a Level III Candidate in the CFA program.



Daniel Pinard

   

Daniel Pinard
Portfolio Manager
dpinard@woodwayfinancial.com



Daniel Pinard joined Woodway Financial Advisors in 2013 as a Portfolio Manager and Equity Analyst. Prior to joining Woodway, he worked in the insurance industry for more than seven years as a technical business analyst and programmer. Daniel holds a Bachelor of Science degree in Applied Math from Texas A&M University and a Master of Business Administration degree from the Bauer College of Business at the University of Houston, where he was a stock analyst and portfolio manager with the student-managed Cougar Investment Fund, LLC.


 

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