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

  • Insurance
  • Investment Management
  • Retirement Planning Strategies
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • Series 7
  • Series 66
  • OK Insurance Producer: Accident, Health &Sickness, Life, Variable Life & Annuity


  • Bachelor of Business Administration at Northeastern State University 2016


  • Family
  • My 2 dogs and playing frisbee with them
  • Hiking
  • Exploring Oklahoma in the summer for hiking and kayaking spots
  • Oklahoma college football

Community participation

Breast Cancer Awareness

Previous experience

  • 1. Licensed Financial Paraplanner, First Mate Financial Advisors, LLC, 2019-2020
  • 2. Financial Assistant, First Mate Financial Advisors, LLC, 2017-2019
  • 3. Financial Assistant/Administrator, Waddell & Reed, 2015-2017