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

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Insurance
  • Family Finances
  • Saving for Education

Qualifications

  • CPA Certified Public Accountant

Education

  • Bachelor of Professional Accountancy (BPA), Accounting, Oklahoma Baptist University, Shawnee, OK

Interests

As a former collegiate athlete, I enjoy an active lifestyle with my wife, Raigan. Whether it is exploring national parks, adventures through trails in the mountains, playing golf, pickleball, or tennis, doing things in the outdoors is where we like to spend the majority of our free time. We also love investing in our community through time with friends and family located right here in the Ozarks as well as in other areas such as Texas, Oklahoma, and Kansas. We are also members of First Baptist Church in Branson, MO.