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We are an independent investment advisory firm in Waco Texas, offering a personalized and comprehensive approach to helping clients sustain and increase wealth. At Disciplined Investors, LLC, we're proud to provide a combination of expertise, integrity and client care that we believe cannot be matched.
President
Todd Stoner
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(254) 754-7973
Partner
Russell Livesay
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(254) 755-8622
Senior Advisor
Sabrina Moore
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(254) 754-9102
Investment Advisor
Cheryl Traudt
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(254) 339-1390
Investment Advisor
Angelo Ochoa
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(254) 754-9111
Investment Advisor
Alleigh Kazanas
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(254) 545-2808
Investment Advisor
Terra Penner
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(254) 218-3229

Our Office

Disciplined Investors

100 North Sixth Street, Suite 500
Waco, Texas 76701
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We offer a complimentary "Get Acquainted" meeting to describe our services and to see if our services are right for you. Please complete the form below.

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Securities offered through Charles Schwab & Co., Inc. | Member FINRA/SIPC.
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