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
21
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
  • Saving for Education
  • Family Finances
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Insurance
  • Investments
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Small Business
  • Business Retirement Plans
  • Retirement Plan Distribution
  • Charitable Giving
  • Investment Management
  • Intergenerational Planning
  • Social Security Retirement Benefits

Education

  • Oklahoma State University-Undergrad
  • Oklahoma State University-MBA

Community participation

  • Current board member of Green Country Financial Credit Union
  • Trustee of Oklahoma State University - Tulsa campus
  • Former board member of the Sand Springs Chamber of Commerce

Interests

In my spare time I love spending time outdoors, whether it's golfing, fishing, hunting, camping, or traveling with my family. My two boys are active in sports, so I also enjoy coaching them and attending their games.