Broker Check

Team

Our mission is to increase our clients’ opportunities for financial growth, while reducing risk. We do this by building financial and tax strategies that address risk gaps and moves our clients toward their unique financial goals. New clients are always welcome and current clients are always valued.

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. As Retirement Income Specialists it is our privilege to help you, not only reach retirement, but live it fully, with the financial resources you need.

Our team of financial professionals can help you address:

  • Investing principles and strategies*
  • Retirement investing and distribution strategies*
  • Estate conservation issues
  • Risk management
  • Personal and Business Tax filing
    • Accounting and bookkeeping for your business
    Personal and Business Tax filing
  • Account and bookkeeping for your business

We also can answer your questions, including:

  • Can I retire early?*
  • Are my investments working hard enough?*
  • What’s the best approach for college savings?*
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?
  • Business strategies

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

*These services are offered by Danny Cochran through his affiliation with HD Vest. 

 
Danny opened his CPA practice in 1982. He became a registered financial advisor in 1989. He describes comprehensive financial planning as helping clients create the most bulletproof financial life possible as they define and pursue...

Read more

Melinda has been an advisor with the practice since 2010. She holds securities, investment, and insurance licenses. She is also an Enrolled Agent, the highest credential awarded by the IRS. Like attorneys and CPA’s she has unlimited...

Read more

From ‘Physical Health’ to ‘Financial Health’ In my years of corporate wellness, when talking with clients, I always brought up a question to gauge their willingness to change. “People can spend their...

Read more

Marcia has been with the Danny Cochran practice for almost 10 years. As a member of the tax team she prepares both individual and business tax returns. Marcia also compiles information to prepare financial statements for...

Read more

Anthony 'Tony' Du

Registered Representative

(405) 372-2880

Tony holds Series 6, 63 and insurance licenses. He joined the Financial Services team of Danny Cochran Certified Financial Planner and CPA in 2013. His office on South Penn in Oklahoma City became the newest location for Danny Cochran...

Read more

Melissa has been an integral part of the Danny Cochran team for more than 5 years. She is a Registered Representative and holds Series 6, 63 and insurance licenses...

Read more

Vicki Way

Client Services

(405) 372-2880

Vicki works with clients in the Stillwater and Shawnee offices. She has been a member of the Danny Cochran team for over eight years, and her working relationships with businesses in the area are thirty years strong. Her care for...

Read more

Paula Fry

Client Services

Paula works in the Shawnee office. She is a long time member of the community and has been an active civic leader with the Shawnee Relay for Life, Project Graduation, Cancer Board, Tennis Association, Band Masters and PTA council....

Read more

Jo Ann Cochran, Office Manager oversees all of our accounting systems. She insures that each office location is aesthetically welcoming and comfortable for our clients. She is an integral part of all event planning. Before joining...

Read more

David Bott

Certified Public Accountant, Personal Financial Specialist

David's affiliation with Danny began in 2015 in order to take advantage of the shared support Danny's office can provide. Danny's office gives cornerstone reinforcement to David's investment advisory practice. David is the proprietor...

Read more