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
15
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
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Investment Management
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Executive Compensation and Benefit Strategies
  • Business Retirement Plans
  • Intergenerational Planning
  • Social Security Retirement Benefits
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7
  • Series 65
  • Series 63
  • Health, Life, Accident and Variable Annuity License

Education

  • Bachelors Business Administration - The University of Oklahoma - Norman, OK

Awards & recognition

  • Ameriprise Circle of Success, 2019-2020
  • Forbes Best-in-State Wealth Advisors, 2019-2022
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019-2020, 2020-2021
  • Forbes Top Next-Generation Wealth Advisors, 2020

Community participation

  • Tulsa Community Food Bank
  • Tulsa Chamber of Commerce
  • Tulsa Ballet Board
  • Up with Trees
  • Family and Children Services

Interests

I enjoy spending quality time with my wife Sarah and daughter Isabella. I enjoy spending time outdoors hiking, cycling, camping, fishing, scuba diving and overlanding.

I enjoy movies, music, unique culinary experiences, classic cars and road trips.

I also enjoy staying active in the community: Tulsa Community Food Bank, Financial Planning Association and the Tulsa Chamber of Commerce, Cura for the World, Sip for Sight, Up with Trees and Family and Children Services.

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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.