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
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Charitable Giving
  • Family Finances
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Small Business

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • Oklahoma City University (2005 & 2006) - Financial Planning Program
  • The Colorado College (1995 - 1999) - American Political Economy
  • Edmond Memorial High School (class of 1995)

Community participation

  • Active member of Memorial Road Church of Christ, Edmond, OK
  • Member of Oklahoma Christian University's Business Advisory Council and Finance Advisory Council
  • Volunteer, donor and sponsor for Lilyfield Christian Adoption and Foster Care
  • Support Oklahoma Christian University both financially and by opening our house to students
  • Summer of 2018 served alongside my wife in Vienna, Austria, as a European Studies sponsor for Oklahoma Christian University
  • Volunteer for Colorado College (my alma-mater) as an alumni recruiter

Interests

  • My family is now 5 years into raising cattle (and mini-asses). Our latest cattle adventure is crossing Piedmontese and Angus. (We're hoping to have our first beef from these crosses for my 2024 shred day!)
  • Travel is something about which my wife and I are extremely passionate. In 2018 we were blessed to lead a study abroad summer program for OC out of Vienna, Austria. This experience re-ignited our passion for travel. It's so cool to again be hearing travel stories from clients!!
  • I'm a big sports fan and my teams are as follows: Cubs, Thunder, OU football and Denver Broncos. I am excited to see the Thunder rebuild in progress!

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.