About CUE Financial of Oklahoma

Allan Booher, CFP, CPA

Allan K. Booher is a Certified Public Accountant and Certified Financial Planner. He is also a Registered Representative with Woodbury Financial Services, Inc.

Allan received his bachelor’s degree in accounting and investments at the University of Central Oklahoma in Edmond, OK, and a graduate degree in finance at Southern Methodist University in Dallas, TX. Since 1982 he has had his own accounting and tax practice. In 1996 the practice expanded to include investment services.

Allan’s practice includes retirement distribution, financial and estate planning, 401(k) and pension plan rollovers, IRAs, mutual funds, stocks, annuities, and insurance. Allan’s objective is to use his 20+ years of experience in the financial industry to help clients achieve their own individual financial needs. His firm believes access to high quality investment services should be available to clients of all means, not just high-net-worth individuals. His personal style of being accessible to clients demonstrates this commitment to his clients’ success.

Brian Cavanaugh, Registered Representative

Brian Cavanaugh is a Registered Representative of Woodbury Financial Services, Inc. He has a bachelor’s degree in finance from the University of Central Oklahoma. Brian has over 10 years of experience in banking and investing.

Most of all, Brian enjoys working closely with his clients to build strong relationships. Focusing on the client, Brian is able to build and establish plans that best suit their strategies and goals. His entrepreneurial spirit allows him to analyze from both a personal and corporate perspective, so you can gain the most from your investments.

Whether you are completely new to investing or have been in the game for quite some time, Brian can help you to assess your options. Cultivating strategies that will work best for you and your unique circumstances is his number one goal.

Rich Keel, Registered Representative 

Rich Keel is a Registered Representative of Woodbury Financial Services, Inc. He graduated from Northeastern State University in May of 1995 with his BS in Criminal Justice/Paralegal emphasis. Shortly after graduation, Rich began his career in Finance.

He started his Financial Career with First Data in Collection Management. Soon after,  he accepted a position as a Credit Analyst for Hilti Inc. In 2005, Rich left Hilti and became a Credit Analyst at Arvest Bank. Rich worked for Arvest Bank before becoming a Financial Advisor with Edward Jones in January of 2013, taking over the Bixby, OK office. Rich brings a wealth of financial advising knowledge to the CUE Financial of Oklahoma team.

Rich will continue to expand upon the foundation of full brokerage services he has offered his clients for years,  bringing the same conservative investing approach and individual portfolio design applications for an even more client-centered, cost-effective practice.