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

Education

  • Bachelor of Science in Sports Journalism at Oklahoma State University in Stillwater, OK

Awards & recognition

  • LifeBranch Wealth Partners, Forbes Best-in-State Wealth Management Teams, 2025

Previous experience

  • Financial Advisor at Fidelity Investments in Westlake, TX, 2020-2024

Community participation

I participate in local holiday gatherings and parades.

Interests

  • Watching & playing sports
  • Spending time with my family
  • Playing musical instruments like ukulele and piano
  • Going on trips once a year