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
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Intergenerational Planning
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Charitable Giving
  • Retirement Planning Strategies
  • Investment Management

Education

  • MBA, Nova Southeastern University, 2008
  • BS, Oklahoma State University, 2005

Community participation

  • I serve on the Board of Trustees at our local private school where both of my daughters attended before entering into Elementary School.

Interests

· I have been happily married to my incredible wife Emily since 2008.

· We have eight year old beautiful twin girls, Olivia and Lainey and a rambunctious puppy, Copper!

· With my time out of the office I enjoy participating in my girls' school activities, traveling with my family, trying new restaurants, seeking growth through reading, and engaging with our local community.

My photos

2 albums
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