Todd Stoner, Russell Livesay, Sabrina Moore and Cheryl Traudt comprise the Disciplined Investor's Advisory Team. Each is committed to helping clients achieve their financial goals and maximize their investment returns through applying long-term disciplined investing principles.
President, Investment Advisor
Todd Stoner was fascinated by the stock market at a young age and bought his first stock at 13. After majoring in Finance and Economics at Baylor University and earning an MBA at Cornell University, Todd worked at the headquarters of Hewlett-Packard in California. In 1989, Todd and family returned home to Texas where he became a financial manager at Plantation Foods in Waco. One of his favorite responsibilities was guiding the company's 401(k) retirement plan, which grew to $26 million in assets. In 1998, Todd decided to make investment management his full-time job, and he started Disciplined Investors.
In his 20 years at Disciplined Investors, Todd has enjoyed the challenge of managing investments for his clients and building strong relationships with them. He has guided investors through the bursting of the "dot-com" bubble in 2000, the financial crises in 2008 and 2009, and many other volatile times. In 2007, Russell Livesay joined Disciplined Investors as both a partner and investment advisor. With continued growth, the practice added Sabrina Moore, Amy Fields, and Cheryl Traudt. Today, Disciplined Investors advises individual clients and company retirement plans with portfolios totaling more than $250 million.
Outside of business, Todd enjoys life with his wife Susan, daughters Sarah, Mary and Rachel, son Michael, and son-in-law Brandon Doyle. Todd is active at Calvary Baptist Church in Waco and has served as chairman of the Finance Committee multiple times. Todd is the Treasurer of World Hunger Relief, Inc. and Secretary/Treasurer of the Badger Ranch Homeowner’s Association. He also enjoys gardening, reading, and traveling. You can often see Todd in green and gold at Baylor games - “Sic ‘em Bears”.
Office: (254) 754-7973
Fax: (254) 754-7940
Partner, Investment Advisor
Russell Livesay, a Waco native, graduated from Baylor University with BBA and Master's degrees in Accounting. He worked in Dallas with Arthur Andersen in its audit and business-consulting division from 1999 to 2002. He then returned to Waco, where he managed two businesses and served as the President of Med-Equip, a regional medical-equipment company, for two years before joining Disciplined Investors. As a shareholder with Disciplined Investors, Russell has earned his AIF designation and is committed to serving all clients as an independent Fiduciary and helping clients understand why having an advisor serve in a fiduciary capacity is paramount to their financial success. At Disciplined Investors, Russell serves two primary functions in helping individual wealth management clients navigate the current markets and prepare for retirement as well as help design and implement company 401(k) Plans.
When not in the office, Russell enjoys a variety of activities including spending time with his family at his children’s sporting events, playing outdoor sports, running Cameron Park trails and attending Baylor sporting events.
Russell served as a LEAD mentor working with Waco ISD high school students and has been active civically as a board member for the Greater Waco Chamber of Commerce. He also served as Board Chairman for the Waco ISD Education Foundation, which awards classroom grants to teachers within the district. Russell has been a board member for The Communities and Schools organization and Historic Waco Foundation. Currently he is active on the local Central Texas FCA Board of Directors and serves on the Board of Visitors for Hillcrest Campus - Baylor/Scott and White Foundation.
Office: (254) 755-8622
Fax: (254) 754-7940
Before joining Disciplined Investors as an advisor in 2015, Sabrina served as the lead cost analyst for an oil and gas consulting company for six years. She received her BS from Tarleton State University, majoring in Mathematics. She is a Waco native and is active in the community. Sabrina serves on the Central Texas YMCA board, is a member of Waco Rotary, volunteers for the Waco Symphony, and is a McLennan County Chamber Alliance member representing the Greater Waco Chamber of Commerce and Hewitt Chamber of Commerce. She is proud to be a graduate of the 32nd class of Leadership Waco and the 3rd class of Leadership Plenty.
Outside of work you can find Sabrina keeping up with her daughter Julia, sons Jonathan and Timothy, and their many sports and extracurricular activities. Together they enjoy the outdoors, traveling, and being active in church. Sabrina frequently runs Woodway Park and Cameron Park trails and serves on the City of Woodway Parks and Recreation board.
Office: (254) 754-9102
Fax: (254) 754-7940
Cheryl is a lifelong Central Texas girl with one foot in each of McLennan and Bell counties.
Cheryl’s early education was in a two-room schoolhouse followed by six years as a Belton Tiger. She attended Texas A&M and MCC while working as a purchasing agent for Davis Iron Works in Hewitt. Taking a career break as mom to Alan and Natalie, Cheryl worked part-time at First United Methodist of Waco Preschool and volunteered extensively at church and for Waco ISD. After two exhilarating-but-unsuccessful bids for WISD School Board, she enrolled at Baylor to graduate at the top of her class with a BBA in Marketing and Management.
A favorite Baylor professor recommended Cheryl to Todd Stoner, then an executive at Plantation Foods. Todd hired her as a sales analyst, later promoting her to manage cost accounting. Cheryl spent five years at Plantation, subsequently acquired by Cargill, advancing to Plant Controller. She then worked sixteen years for Extraco Banks as Senior Vice-President and Marketing Director followed by Director of Treasury Management Services.
As a long-time client and champion of Disciplined Investors, Cheryl happily accepted Todd’s offer to join the firm in 2017. She delights in meeting new people and helping clients live their dreams.
Cheryl is a Leadership Waco alum and leads a Waco Chamber subcommittee for Water and Natural Resources. A Certified Treasury Professional, she’s volunteered expertise to Ronald McDonald House, United Way, Food for Families, St. Vincent DePaul of Greater Temple, Better Business Bureau, Federal Reserve Business Payments Coalition, and Moffat Water Supply. She’s also a proud Temple Founder Lion.
Cheryl and husband Larry enjoy life, friends and long walks in Cedar Ridge neighborhood. Cheryl loves music, all-things-Internet, and baking pies. She and Larry host celebrations at their Lake Belton home near her family ranch and visit kids, grandchildren, big cities, national parks and presidential libraries at every chance.
Office: (254) 339-1390
Fax: (254) 754-7940