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 TJIM 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 due diligence and sub-advisor/wrap programs, questionnaire and database requests and input, proxy information and requests, 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 TJIM in July 1990 and is responsible for all invoicing and reporting to TJIM’s advisory clients. Her duties also include Daily Trade Reconciliation, Client Relations and assisting clients with security litigations.

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



Janice Smith

Systems & Network Administrator

Prior to joining Tom Johnson Investment Management in 1986, Janice worked in the Computer Operations Division of The Bank of Oklahoma Trust Department in Oklahoma City, Oklahoma as the Operations Bookkeeper. At TJIM, Ms. Smith is responsible for Information Technology, network administration; advertising, marketing campaigns, and serves as website mistress. 

(405) 236-2111 x 114 (888) 404-8546 x 114 Contact Form



Cindy Woods

Account Services & Compliance Administrator
 

Ms. Woods joined TJIM in January 2000. Her responsibilities include Daily Account Reconciliation, New Accounts, Client Relations, Security Litigations and Compliance Administration. Prior to joining TJIM, Ms. Woods worked at Exchange National Bank in Moore, OK as Assistant Cashier & Manager of the Bookkeeping Dept.

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