Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
28
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
  • Estate Planning Strategies
  • Christian Financial Strategies
  • Charitable Giving
  • Tax Planning Strategies
  • Investments
  • Business Retirement Plans
  • Investment Management
  • Saving for Education
  • Social Security Retirement Benefits
  • Retirement Income Strategies
  • Family Finances
  • Retirement Plan Distribution
  • Wealth Preservation Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™
  • CKA® Certified Kingdom Advisor®
  • CFS® Certified Fund Specialist

Education

  • Bachelor of Science in Business Administration, Oklahoma State University, 1993.

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2019-2022
  • Ameriprise Circle of Success, 2018-2021

Professional associations

  • Financial Planning Association
  • Kingdom Advisors
  • Member of the Christian Financial Advisor Network

Community participation

  • My family and I are active members at Crossings Community Church.
  • Past President and trustee of the Deer Creek Schools Foundation.
  • In addition to being a member of Kingdom Advisors, I have taken all associated tests to become a Qualified Kingdom Advisor.
  • My family and I are Partners in Hope with the Regional Food Bank of Oklahoma. We also like to volunteer there.

Interests

  • I enjoy spending time with my wife and my two children.
  • With two very active kids, I love being able to cheer them on from the sidelines or audience as they play sports or dance.
  • Our family likes to travel and attend a variety of sporting events.
  • When I have a free minute I like to get in some time at the golf course.

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.