We are a growing team of talented professionals with a wide range of skills and experience. We love what we do, and we do it with passion. We look forward to working with you.
Wealth Manager & LPL Registered Principal
Keith has provided 30+ years of service to a number of families, individuals and corporations providing financial planning, personal counsel and investment advice. He meets with clients and prospective clients to determine personal and family financial goals and needs and then, with other team members, crafts specific financial plans to ensure they will succeed in providing an education for their children, a comfortable lifestyle in retirement or that vacation retreat they have dreamed about. Keith is at his best when doing the in-depth research required to create specific portfolios for each client. He has also provided guidance to local companies in managing their retirement plans since the early 1990’s.
Keith has been invited to attend professional development conferences across the country to gain deeper knowledge of financial planning and specific investment issues that affect the team’s clients. He has been asked to serve on finance related committees of various nonprofit boards over the years because of his knowledge and trustworthiness.
Keith attempts to live his life by listening to others, gaining their insights and having empathy for them. This often leads to being aware of their needs and forming partnerships for serving others. He has served on the board of directors of more than ten nonprofit organizations in North Texas including board chair of several. He and his wife Judy have been married for over 50 years and have two sons and three grandchildren. They are active in their church and enjoy attending community events and social gatherings.
Wealth Manager & Investment Executive
Jeff is an investment professional that has a passion for helping you prepare for life after retirement or college funding. A lifelong saver, Jeff opened his first investment account at 15 years old! He later joined forces with his father, Keith at Lightfoot Investments in 2012. In 2017, Jeff expanded the firm to become Lone Oak Investment Group.
When he isn’t working you will find Jeff spending time with his wife and his extended family.
Gabby joined the Lone Oak Investment team as the Director of Operations in 2017. Gabby is a first-generation American and knows the importance of education and hard work. She has a passion for helping you learn how and why you should start investing at a young age. Gabby brings her tenacious spirit and desire to learn everything she does for the clients of Lone Oak Investment Group. Gabby is bilingual in English and Spanish. She is in the process of completing her licensing to become the firm’s next investment professional.
When Gabby is not helping clients, you can find her spending time with her family. Gabby has three amazing kids that keep her and her husband busy. Gabby is also a woman with a big heart and is active in the school system and our community.
VP of HR & Marketing
Paula brought her talents to Lone Oak Investment Group in 2019. She is tasked with keeping us working hard to provide first class services to our clients and helping us grow so we can help more of them. Having spent years in the Health and Wellness field Paula continues to spread inspiration, confidence, and positivity to our team and community.
Paula loves to help others, so keep an eye out for her at the Boys and Girls Club, the gym, or on-line where she continues to brighten people’s day and make a difference in their life. Paula and her extended family remain close and active, always finding time to get together and plenty of laughs to go around.