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
20
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
  • Insurance
  • Investments
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Small Business
  • Business Retirement Plans
  • Retirement Plan Distribution
  • Charitable Giving
  • Investment Management
  • Intergenerational Planning
  • Social Security Retirement Benefits

Education

  • Oklahoma State University-Undergrad
  • Oklahoma State University-MBA

Community participation

  • Current board member of Green Country Financial Credit Union
  • Trustee of Oklahoma State University - Tulsa campus
  • Former board member of the Sand Springs Chamber of Commerce

Interests

In my spare time I enjoy anything outdoors including, golfing, fishing, hunting, camping and travel. Both of my boys are in athletics and coaching and attending their games is at the top of the list as well.