Doug was born and raised north of Bartlesville. He graduated from Northeastern State University with a bachelor's degree in business administration. He holds FINRA Series 7, 24, and 65 securities registrations, as well as an insurance license. His financial services career started at American Century Investments in Kansas City, Missouri. In 1995, he moved back to Bartlesville to work at 66 Federal Credit Union as the branch manager of its Investment Center, where he worked with Tracye Caughell. In late 1998, Doug and Tracye began to discuss starting their own firm where personal service and objectivity would be priorities. In January 1999, Caughell Rodgers Investments was founded and they have been helping their friends (clients) protect and grow their financial resources.
Outside of the office, Doug enjoys working on the farm and raising cattle, a pastime his dad introduced him to as a kid. Doug is married to Paula, who is a school teacher in Caney. They have two daughters, Taylor and Kalyn.
Tracye was raised in West Texas and came to Oklahoma for college. She graduated from Oral Roberts University with a bachelor's degree in business, communications, and New Testament theology, and a master's degree in business administration with an emphasis in strategic planning and finance. She holds FINRA Series 7, 24, and 65 securities registrations, an insurance license, and was a CERTIFIED FINANCIAL PLANNERTM professional for 32 years. Tracye’s financial services career began at Bank of Oklahoma in Tulsa, then as an advisor in a Bartlesville Financial Planning firm, and later with 66 Federal Credit Union’s Investment Center, where she met Doug Rodgers. Doug and Tracye joined up in January 1999 to start their own investment firm, Caughell Rodgers Investments. Their 20+ years partnership has enabled them to focus on the investment and financial needs of a select clientele.
Outside the office, Tracye enjoys reading, traveling, and working extensively with Children’s Musical Theatre. Her husband is Dr. David Caughell of Nowata. They have two married daughters, Caitlyn and Kennedy, who were raised in Bartlesville and now reside in New York City.
Todd is a native of Bartlesville and studied business management at the University of Oklahoma, where he was also a member of the Sigma Chi fraternity. In 2003, he moved back home to Bartlesville to begin his career with a local financial planning firm. Todd's desire is to help clients excel in their financial journey. When he noticed that his values aligned with Tracye and Doug, he joined the Caughell Rodgers team in January 2019. He holds FINRA Series 7, 63, and 65 securities registrations.
Outside of the office, Todd spends time with his wife, Blair, and their three children: Addison, Parker, and Hudson. The family enjoys traveling, playing golf, lake time, and being outdoors.
Client Services Associate
Vickie was born and raised in Bartlesville, Oklahoma. After working as a teller and three years in consumer lending at 66 Federal Credit Union, Vickie began her career in financial services by being the first administrative assistant for the credit union's newly formed financial services department. During her 10-year career there, she met and worked with Doug and Tracye. Vickie joined them at Caughell Rodgers Investments in February 2002 as their client services associate, scheduling appointments and managing daily tasks (basically, keeping the office operating) for them.
Outside the office, Vickie enjoys spending time with friends and family. She and her husband, Mike, love to travel to National parks where they can hike, bike, and go white water rafting.