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
37
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Retirement Planning Strategies

Education

  • University of Tulsa 1980-1983 (Bachelor of Science)

Interests

Scuba diving, buying and selling mid-century furniture, showcasing my home's annual custom Halloween haunted graveyard (with open house), and world travel (as well as resourcing the best travel deals!)

My photos

1 albums
close