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

  • Intergenerational Planning
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Charitable Giving
  • Retirement Planning Strategies
  • Investment Management
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

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

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.

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.