Advisor profile

Personalized advice to help you achieve your goals

 I provide personalized financial advice to help you achieve your goals, today and in the future. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and in control of your financial life.

Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation. How to get started
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Insurance
  • Social Security Retirement Benefits
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Charitable Giving
  • Intergenerational Planning
  • Retirement Plan Distribution
  • Cash Flow Management Strategies
  • Investments
  • Saving for Education
  • Family Finances
  • Estate Planning Strategies


  • APMA™ Accredited Portfolio Management Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™


  • Bachelor of Business Administration - Finance - University of Arkansas at Little Rock

Awards & recognition

  • SMALL & ASSOCIATES FINANCIAL, Forbes Best-in-State Wealth Management Teams, 2023
  • Forbes Best-in-State Wealth Advisors, 2023

Community participation

SMALL & ASSOCIATES FINANCIAL - Community participation photo
  • Board of Directors for my Neighborhood Homeowner's Association
  • Board of Directors for the March of Dimes
  • Served as an intern via Leadership Tulsa on the Board of Directors for the Tulsa Hub
  • Ronald McDonald House Charities
  • Lindsey House
  • Susan G Komen
  • Red Nose Day
  • Neighbors in Need
  • Shop with a Cop
  • Marine Corps Toys for Tots
  • Community Foodbank of Eastern Oklahoma
  • Salvation Army


  • Spending time with family and friends.
  • Watching and attending sporting events. My favorite teams are Arkansas Razorbacks, Dallas Cowboys, and St. Louis Cardinals.
  • Cycling
  • Volunteering
  • Traveling

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.