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
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Estate Planning Strategies
  • Social Security Retirement Benefits
  • Family Finances
  • Charitable Giving
  • Retirement Planning Strategies

Education

  • Bachelor of Arts, Finance and Business Administration,NSU, Broken Arrow, Oklahoma

Awards & recognition

  • Latitude Wealth Advisory, Ameriprise Client Experience Award, 2022

Community participation

I am regularly involved with Junior Achievement and the many different programs they offer to local students of all ages.

I support and volunteer at local charities including:

Interests

I enjoy spending time with my nieces and nephews, watching sports, playing with my dog and reading.

My photos

1 albums
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