Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Cash Flow Management Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Investments
  • Small Business
  • Saving for Education
  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Investment Management
  • Insurance

Education

  • B.B.A. at University of Oklahoma - Norman, OK

Community participation

I am passionate about helping to educate students on financial literacy and career readiness and development and am involved with Junior Achievement of Oklahoma.

Through JA I have had the opportunity to mentor local high school students in the “Investor’s Challenge” and volunteer in the classroom for a full day of instruction on subjects such as personal finance, resume building, and interview preparation.

Interests

I am a life-long Oklahoman that grew up in Tulsa and graduated from Jenks high school and the University of Oklahoma. I am a proud Sooner, but married an Oklahoma State graduate, and we both grew up going to Tulsa Hurricane football games so this makes for some busy gamedays!

I enjoy spending time with my wife Brittney and our 4 children Mackenzie, Mason, and Madden, and Meadow. We love spending time together enjoying the outdoors through activities such as camping, hiking, fishing, and cooking over campfires.