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
Mr. 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
Mr. 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