Advisor profile


We care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

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
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

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

Education

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

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.

Community participation

  • My family and I are active members at Crossings Community Church.
  • Past President and current trustee of the Deer Creek Schools Foundation.
  • In addition to being a member of Kingdom Advisor, 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.

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2019-2021
  • Ameriprise Circle of Success, 2018-2020

Professional associations

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

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.