Credentials
ABFP® (Accredited Behavioral Financial Professional)
Family Business Leadership Certification, Cornell University (advanced executive education in multigenerational family enterprise and governance)

Teresa Howard serves as a Senior Legacy Planning Leader and is the firm’s lead advisor for family legacy planning. She works directly with families to design and facilitate their Family Constitution, often described as a long-term rulebook or playbook that guides decision-making across generations. Teresa leads Family Legacy Retreats and helps families document their Love Library, capturing stories, values, and shared meaning that define who they are beyond their balance sheets. Her work centers on facilitating multigenerational conversations, translating values into lived agreements, and guiding families through the emotional, relational, and behavioral dynamics that accompany wealth, leadership, and continuity. With more than 25 years in corporate leadership, including executive management of $100M+ businesses and teams of 300+ employees, Teresa brings both operational discipline and behavioral insight to families seeking long-term harmony and alignment.

Teresa is married to her husband, Mark, and is the proud mother of three children, Addison, Barrett, and Olivia, all of whom attend Oklahoma State University. After transitioning from corporate leadership into family legacy work, she has intentionally built a life that prioritizes flexibility, family presence, and a strong team culture. These values shape both her personal life and the way she partners with families, helping them build enduring frameworks that support healthy relationships and empower future generations.

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Credentials
CFP® (Certified Financial Planner™)
CEPA® (Certified Exit Planning Advisor®)
EA (IRS Enrolled Agent)

David Ortiz leads succession planning, tax strategy, and multi-family office services, bringing an engineer’s discipline and precision to complex financial and business decisions. A former petroleum engineer, David applies a structured, analytical mindset to designing boutique, high-touch planning solutions tailored to the needs of business owners and multigenerational families. His work emphasizes clarity in complexity, aligning tax efficiency, succession outcomes, and long-term purpose under the guiding principle of “grow to give and save to serve.” In addition to his client work, David serves as Founder and President of the Oklahoma Exit Planning Society, is a board member of the Central Oklahoma Financial Planning Association, and is actively involved with the Oklahoma Estate Planning Council and the Oklahoma Municipal Contractors Association.

David is married to his wife, Kailey, and together they are raising their three children, Josie, Tobias, and Millie. He remains actively involved in his church and the Norman community, and these commitments reflect the same long-term, people-centered perspective that informs his professional work and relationships.

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Credentials
CEPA® (Certified Exit Planning Advisor)
CAP® (Chartered Advisor in Philanthropy)
Series 63, 65, 6, and 7 securities licenses
Author of Succession by Design

Madison Chaney serves as President of Legacy & Succession and represents the firm’s third-generation leadership. In this role, she leads exit planning, philanthropy strategy, and firm operations, bringing clarity and purpose to business transitions while aligning enterprise strategy with family governance and shared values. Madison is known for her ability to guide owners and families through pivotal moments with an emphasis on preserving relationships, strengthening leadership continuity, and ensuring decisions are rooted in long-term stewardship. Her approach reflects a deep commitment to values-driven governance and community-based leadership, supported by active involvement with the Oklahoma Exit Planning Society, the Central Oklahoma Financial Planning Association, the Oklahoma Estate Planning Council, and the Oklahoma Municipal Contractors Association.

Madison is married to Kasey. Outside of work, she enjoys lake weekends, camping, and fishing, and is a passionate supporter of Oklahoma State Women’s Basketball. Family-oriented and eager to explore new places, Madison values meaningful experiences with loved ones and brings the same intentionality and balance to her personal life that define her professional leadership.

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Credentials‍

CHFC® (Chartered Financial Consultant)
CLU® (Chartered Life Underwriter)
CAP® (Chartered Advisor in Philanthropy)
TPCP® (The Professional Coach Practitioner)
Series 24, 26, 63, 65, 6, and 7 securities licenses

David Chaney is the founder and second-generation leader of Legacy & Succession, where he guides business-owning families through legacy planning, succession, and wealth transfer with a distinctly values-based approach. With decades of experience advising families through complex, high-stakes transitions, David is known for helping clients prepare the next generation for responsibility rather than entitlement. He is the author of Most Valuable and Succession by Design, works that reflect his conviction that effective legacy planning is about developing people, leadership, and purpose alongside financial stewardship. His practice is shaped by faith-informed principles, multigenerational continuity, and a coaching mindset that brings clarity, alignment, and confidence to families navigating pivotal seasons of change.

David has been married to his high school sweetheart for more than 40 years and is the proud father of four children and grandfather to two grandsons. Outside of his professional work, he enjoys time on his ranch in Perkins, Oklahoma, traveling with family, fishing in the mountains, and curating a well-loved bourbon collection. He remains actively involved in his church and is deeply committed to supporting and mentoring youth in agricultural communities, reflecting the same long-term, people-centered focus that defines his work with families and future leaders.