Advisor profile


My approach

I 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
25
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, 2019-2020
  • Ameriprise Circle of Success, 2018-2020

Professional associations

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