Our Associates
Nick Massey is a CERTIFIED FINANCIAL PLANNER™ practitioner, and investment manager as well as the owner of Householder Group Financial Advisors in Edmond, OK, which he started in 2004. Nick’s first career began with the US Army where he served from 1967 to 1977 as a Counterintelligence Agent for US Army Intelligence with assignments throughout the US, Asia and Europe.
He began his career in the investment business in San Francisco in 1977 and currently has over 34 years experience in the financial services industry. Nick specializes in working with people who are retired or preparing for retirement and uses a financial planning approach, which focuses on the advantages of professional money management, estate and retirement planning, and asset protection planning. He develops a customized approach for each client’s planning needs, objectives and goals.
A protégé of the internationally renowned demographics and economics strategist Harry S. Dent Jr., Nick uses Dent’s research extensively in his approach to portfolio management. Nick is an active member of the HS Dent Advisory Network, a select group of advisors from around the world actively using this research in actively managing investment portfolios for his clients.
A well-known public speaker and prolific writer in the Oklahoma City area, Nick conducts seminars on a variety of financial topics and has been a guest analyst on CNBC, Bloomberg and Fox Business News, as well as local TV stations. He is quoted often in various local and national publications for his investment and economic opinions, including The Wall Street Journal, Investment News, Business Week and The Oklahoman. Nick also writes a regular bi-weekly column for the business section of “The Edmond Sun” as well as his free monthly email newsletter. His column is syndicated in over 150 other local newspapers through CNHI. He is also co-host of America’s Wealth Management Show, a weekly radio show running each weekend on News Radio AM 1000, KTOK; and is a regular panelist on Studio 46, a weekly show discussing local economic, social and political issues in Oklahoma.
Nick lives in Edmond, Oklahoma and is married to Dr. Karen Mahlmeister, an Edmond Chiropractor, and they are both active in the Edmond community. He is a member of the Edmond Rotary, a graduate of Leadership Edmond Class XX, Chairman of the Edmond Citizen’s Police Academy Alumni Association, Co-Chairman of the Edmond Chamber of Commerce Government Relations Council, a board member of the Edmond Fine Arts Institute, and is an appointed council member of the Edmond Capital Projects and Financing Task Force. Nick is also an accomplished pianist and enjoys biking and other outdoor activities. Although no longer an active driver, he was one of the top Formula 500 racecar drivers with the Sports Car Club of America until 1998.
Phone : (405)341-9929
Fax : (405)341-9979
Email : nmassey@householdergroup.com
Nick Massey is an OSJ Manager offering securities through Securities Service Network, Inc., a registered broker-dealer, member FINRA and SIPC. Investment Advisory Services offered through Householder Group, a registered investment advisor. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Jennifer Duffy is our Practice Manager and has been with the firm since July of 2004. Her belief in professionalism, high standards of customer service and organization are key elements in assisting Nick to maintain one of the premiere financial advisory firms of its kind in Oklahoma.
Among her many duties is the responsibility for overseeing the processing of all new accounts and service requests and making sure all branch files are in compliance with regulations. She helps to insure that your questions or concerns are handled as quickly and professionally as possible.
Prior to joining our team, she worked as a financial advisor for one of the largest financial services firms in Oklahoma City and also was a branch office assistant for another financial institution for three years. Jennifer also holds the following securities registrations: Series 7 and Series 66 as well as Life/Variable/Disability and Long Term Care Insurance Licenses in the state of Oklahoma.
She has lived in Oklahoma most of her life and graduated from Mustang High School. She earned her Bachelor's degree in Finance from the University of Central Oklahoma in 2002. Jennifer enjoys reading in her free time, gardening, genealogy, traveling, and showing her dogs in conformation events. She currently resides in Moore with her husband, Chad and her 3 Boston Terriers, Capone, Lilly and Moet.
Phone : 405-341-9929
Fax : 05-341-9979
Email : jduffy@householdergroup.com
Ona Kear is our Executive Assistant and has been with the firm since September 2009. She is responsible for the front office and handles reception, operations and client service. She believes professionalism and exceptional client service are key strengths for developing comfortable and trusting relationships with clients.
Prior to joining us, Ona worked in the banking industry for 6 years and then as a client service associate for 10 years with a large investment firm in Seattle, WA before moving to Oklahoma in 2009.
Originally from New Mexico, Ona now resides in Edmond, OK with her husband Steve and teenage daughter Amanda. She enjoys music, golf, camping, boating, fishing and hot-air ballooning.
Darlene Shipe is an investment advisor with Householder Group
Financial Advisors. She is also a Registered Representative with
Securities Service Network, Inc. Darlene has been managing investments for her clients for over 17 years and holds the following securities registrations: Series 7, 63, and 66, as well as Life/Variable Annuity insurance licenses.
As a Registered Investment Advisory firm, Householder Group specializes in developing and implementing retirement and estate plans for private clients. The firm incorporates advanced tax planning techniques to minimize income and estate taxes, and utilizes conservative asset allocation models in order to focus on capital preservation and multi-generational wealth management.
Darlene began her career in the investment business in 1994 and currently has over 17 years experience in the financial services industry plus extensive experience in the banking industry prior to that. She specializes in working with people who are retired, or preparing for retirement, and uses a financial planning approach, which focuses on the advantages of professional money management, estate and retirement planning, and asset protection planning. She develops a customized approach for her client based on their individual planning needs, objectives and goals.
Darlene was born in Canada, and moved frequently with her military family while she was young. They returned to Oklahoma because out of all of the places they had lived, her parents felt like Oklahoma was the best place to raise a family. She has resided in the Oklahoma City area since 1970, currently lives in Edmond and is a member of the Edmond Chamber of Commerce. She has one son, Micheal. Darlene attended Rose State College in Midwest City. Her hobbies include traveling and collecting postcards from her clients.
Phone : 405-341-9929
Fax : 05-341-9979
Email : dshipe@householdergroup.com
