bodie-pyndus

Bodie Pyndus

Mr. Pyndus is a 44-year veteran of the securities industry, specializing in investment management consulting services for 401(k) plans and investment management for individuals.

He was a charter member of Investment Management Consultants Association (IMCA). Mr. Pyndus was certified as a Certified Investment Management Analyst (CIMA) by the Investment Management Consultants Association in 1993. Nominated for Who’s Who of Investment Management Consulting for selection into the 1999 Who’s Who of Investment Consultants. Mr. Pyndus graduated from the University of Texas with a Bachelors degree in Accounting. He lives in Allen with his wife Linda and has two children and four grandchildren.

Partner, Shade Tree Partners LLC.    2009 – Present

Senior Investment Officer, Evolve Bank & Trust, 2008-2010

Senior Vice President, Morgan Stanley (and predecessor firms) from 1991-2008

First Vice President at Paine Webber (and predecessor firms) from 1974-1991.

 

Drew Harris 

drew-photoMr. Harris is a veteran of the securities industry, specializing in wealth management issues and investments. He provides investment management consulting services for 401(k) plans and investment management for individuals.

Born and raised in Dallas, Texas Drew obtained a BBA from Austin College. His accolades include a two-times All-Conference in football. Drew volunteers on the board of the Highland Park Alumni associations and is a member of the Municipal Advisory Council. When he is not working he enjoys hunting, golf, and spending time with his three nephews.

Partner, Shade Tree Partners LLC 2009 – Present

BLN Securities LTD  Aug 2013-November 2015

Vice President, Sunbelt Securities Inc. 2011-Aug 2013

Vice President, Wealth Management Group, Evolve Securities, 2008-2010

Financial Advisor and Investment Consultant at Morgan Stanley from 2006-2008.

Institutional trader, Morgan Keegan from 2002-2006.

Tim Purser

Tim head shotMr. Purser has 45 years of experience in the securities and commodities industry.  He specializes in retirement accounts and investment management for individuals using hedging and trading in the commodity futures markets.

He holds a membership in the National Futures Association through his wholly owned Provident Advisors, LLC.  His experience includes branch management, investment management, and expert witness for the securities industry.

Tim has served for 10 years as President of his Home Owners Association, and an active member of First United Methodist Church of Allen, Texas.  Mr. Purser graduated from Southern Methodist University with a BBA in Finance and also earned a MBA from Case Western Reserve University.  He served in the United States Army and currently resides in Allen, Texas with his wife, Peggy and has two children and three grandchildren.

President, Provident Advisors, LLC     2004 – Present

Registered Investment Advisor, Shade Tree Partners  2015 – Present

Senior Investment Advisor, Sunbelt Securities    2010 – 2015

Senior Investment Advisor, Evolve Securities   2008 – 2010

Branch Manager, Interfirst Capital / First Allied Securities   2000 – 2008

Vice President, Prudential Securities  1986 – 2000

Branch Manager, Paine Webber  1982 – 1986

Vice President, Paine Webber  1973 – 1982