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
34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Small Business
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Insurance
  • Employee Stock Options
  • Retirement Income Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • M.B.A., 2000, Oklahoma State University, Tulsa
  • B.S., 1987, finance and accounting, Oklahoma State University, Stillwater

Awards & recognition

  • Ameriprise Circle of Success, 2013-2018, 2020-2022

Professional associations

  • Financial Planning Association

Community participation

American Diabetes Association, Past Chairman, Tour de Cure

My team also participates in the Ameriprise National Day of Service several times each year. Some of the organizations we have worked with in the past include:

Ronald McDonald House

Street School

Youth Services of Tulsa

Emergency Infant Services

Interests

The last several years my wife and I have enjoyed spending weekends up at Grand Lake relaxing & boating. I also have a passion for travel and seeing new places as well as spending time with my granddaughters. I enjoy scuba diving, snow skiing, biking (although it might be a bit dusty), photography, and an occasional celebratory cigar.

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.