Todd Stoner, Russell Livesay, Sabrina Moore and Amy Fields 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
At the ripe-old age of 13, Todd Stoner bought his first stock. 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. A favorite responsibility was guiding the company's 401(k) retirement plan, which grew to $26 million in assets. In 1999, Todd decided to make investment management his full-time job, and he started Disciplined Investors.
Despite the bursting of the "dot-com" bubble in 2000 and 2001; corporate scandals involving Enron, Worldcom and Tyco in 2002; and the financial crises in 2008 and 2009, Todd has enjoyed the challenge of managing investments for his clients. In 2005, Dick Jackson joined Todd at Disciplined Investors to better serve the needs of Baylor University faculty and staff. Two years later, Russell Livesay came aboard as both partner and investment advisor. With growth continuing, the practice added David Bryant in 2011 to help provide customer service for the growing practice. Today, Disciplined Investors advises clients with portfolios totaling more than $100 million.
Outside of business, Todd enjoys life with his wife Susan; daughters Sarah, Mary and Rachel; and son Michael. The most exciting family news in 2013 will be the marriage of Sarah to Brandon Doyle. Todd is active at Calvary Baptist Church in Waco and with the Churches in Community Coalition. His favorite sport is tennis. In fact, Todd was part of the Waco men's tennis team that won a national championship in 2006. As a sports fan, Todd enjoys supporting the Baylor Bears and Midway Panthers.
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 has managed two businesses. Russell served as the President of Med-Equip, a regional medical-equipment company, for two years before joining Disciplined Investors. Russell brings a broad financial skill set and enjoys navigating through the challenges inherent with the financial markets.
When not in the office, Russell enjoys a variety of activities including spending time with his wife and four children, playing outdoor sports, running Cameron Park trails and attending Baylor sporting events.
Russell serves 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 serves as Board Chairman for the Waco ISD Education Foundation, which awards classroom grants to teachers within the district. In addition, Russell is a board member for The Communities and Schools organization and the local Central Texas FCA chapter.
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, volunteers for the Waco Symphony and is active in leadership programs in Waco.
Sabrina has three children, Julia, Jonathan and Timothy. She is a member of First Woodway Baptist Church, is a volunteer coach for her children's sports teams and regularly runs trails at Cameron park.
Amy grew up in Burnet, Texas, where she had her first job at 12 working in her mother’s accounting firm. Her love for Baylor University began when she was 10 and attended her first Baylor Homecoming with family. She graduated from Baylor in 1990 with a BBA in Economics and Entrepreneurship. While at Baylor, Amy was active in the college ministry at First Baptist Church of Waco and Delta Sigma Pi business fraternity.
Her affection for Waco developed as she launched her career in 1990 working for what is now Extraco Banks as a Marketing and Lending Officer. In this role, she consulted with clients and helped them meet business and personal financial goals through a variety of specialized services. She became a Financial Consultant with Merrill Lynch in 1994, where she gained extensive experience advising clients on investment portfolios. Through many ups and downs – personal, business and markets - Amy has worked diligently with clients to remain focused on their goals. Although she stepped out of the advising business for some years to focus on family needs, she is thrilled to be involved again with clients and their investment goals.
Amy enjoys time with her family – Kraig, a partner with a local accounting firm; step-daughter Taffan, a successful recruiter with Progressive Global Resources in Houston; son Holt, a Concordia University student; and son Noah, a Midway High School student. Amy is active in the community with Crestview Church of Christ, Midway PTA, and Ridgewood Tennis.