Administrative Team

Lori A. Calfy

Senior Vice President & Chief Compliance Officer

Since joining Tom Johnson Investment Management, LLC at its inception, Ms. Calfy has organized and is responsible for the accounting and operational areas of the company. Prior to joining Tom Johnson Investment Management, LLC, she worked at the First National Bank and Trust Company of Oklahoma City in the Trust Investments Department where she coordinated and balanced investment reports. Ms. Calfy received her BA degree in 1981 from Northwest Nazarene College in Nampa, Idaho.

Call: (405) 236-2111 x 108 Toll-Free (888) 404-8546 x 108   Contact Form



Angel Bish

Client Marketing Liaison & Proxy Administrator

Prior to joining Tom Johnson Investment Management, LLC in December 1997, Ms. Bish graduated from the University of Central Oklahoma with a Bachelor of Arts degree in Psychology with a minor in Sociology. Ms. Bish is responsible for sub-advisor/wrap programs, proxy information and requests, questionnaire requests and database input, due diligence information and Brochure ADV II requests.

(405) 236-2111 x 106 Toll-Free (888) 404-8546 x 106  Contact Form



Kathy Davis

Client Reporting, Invoicing & Office Administrator

Ms. Davis joined Tom Johnson Investment Management, LLC in July 1990 and is responsible for all invoicing and reporting to TJIM’s advisory clients. Her duties also include daily trade reconciliation and client relations.

(405) 236-2111 x 113 Toll-Free (888) 404-8546 x 113  Contact Form



Cindy Woods

Account Services & Compliance Administrator
 

Ms. Woods joined Tom Johnson Investment Management, LLC in January 2000. Her responsibilities include new advisor accounts, client relations and compliance administration. Prior to joining TJIM, Ms. Woods worked at Exchange National Bank in Moore, OK as Assistant Cashier & Manager of the Bookkeeping Department.

(405) 236-2111 x 105 (888) 404-8546 x 105  Contact Form



Kristy West

Operations Assistant
 

Ms. West joined TJIM in April 2017. Her responsibilities include daily account reconciliation, security litigations and other duties in the operations department.

(405) 236-2111 x 100 (888) 404-8546 x 100  Contact Form