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
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

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

Qualifications

  • AIF® Accredited Investment Fiduciary®

Education

  • MBA, Southeastern Oklahoma State University, Durant, OK
  • BS Accounting, East Central University, Ada, OK

Community participation

Former:

  • East Central University Foundation Board of Trustees,
  • Ada Chamber of Commerce
  • Durant Chamber of Commerce
  • Ponca City Chamber of Commerce

Interests

  • Married for 41 years to Amy (retired educator)
  • 2 sons, Jesse & Joel
  • 1 grandson, Brody
  • Snow skiing (Angel Fire, NM)
  • Flying general aviation aircraft (completing Private Pilot Certification)
  • Member of First Baptist Church, Ada, OK