Advisor profile


Personalized advice to help you achieve your goals

 I provide personalized financial advice to help you achieve your goals, today and in the future. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and in control of your financial life.

Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation. How to get started

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Masters of Business Administration
  • CFS® Certified Fund Specialist
  • APMA® Accredited Portfolio Management Advisor℠
  • AIF® Accredited Investment Fiduciary

Education

  • Master of Business Administration from Southern Nazarene University

Interests

  • I love spending time with my wife and my two little girls.
  • I also am an avid hunter and fisherman.

Community participation

  • I am a member of the Oklahoma Sportsman Club.
  • I am involved with the Aerospace Technology Education Center.

Professional associations

  • Delta Mu Delta