Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Cash Flow Management Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Investments
  • Small Business
  • Saving for Education
  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Investment Management
  • Insurance
12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • B.B.A. at University of Oklahoma - Norman, OK

Interests

I am a life-long Oklahoman that grew up in Tulsa and graduated from Jenks high school and the University of Oklahoma. I am a proud Sooner, but married an Oklahoma State graduate, and we both grew up going to Tulsa Hurricane football games so this makes for some busy gamedays!

I enjoy spending time with my wife Brittney and our 3 children Mackenzie, Mason, and Madden. We love spending time together enjoying the outdoors through activities such as camping, hiking, fishing, and cooking over campfires.

We also enjoy working together on our small homestead where we keep chickens, grow vegetables, and tend a few fruit trees.

Community participation

I am passionate about helping to educate students on financial literacy and career readiness and development and am involved with Junior Achievement of Oklahoma.

Through JA I have had the opportunity to mentor local highschool students in the “Investor’s Challenge” and volunteer in the classroom for a full day of instruction on subjects such as personal finance, resume building, and interview preparation.

I am actively involved with my local church where I volunteer on the production and technology team a few Sunday mornings and evenings each month.