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

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Christian Financial Strategies
  • Small Business
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Investments
  • Sustainable and Responsible Investing
  • Business Retirement Plans
  • Family Finances
  • Insurance
  • Saving for Education
  • Social Security Retirement Benefits
  • Cash Flow Management Strategies
  • Charitable Giving

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • AIF® Accredited Investment Fiduciary

Education

  • Bachelors of Science in Business Administration, Oklahoma State University, 2014, Magna Cum Laude

Awards & recognition

  • NextGen Under 30, 2020

Community participation

Oklahoma City Young Professionals

  • Frontline Church Downtown
  • Oklahoma City Young Professionals
  • Treasurer Advisor - Oklahoma State Beta Theta Pi Fraternity
  • Oklahoma Regional Food Bank
  • Project 66 Food & Resource Center

Interests

  • My favorite moments are spent on adventures with my wife, Emilie and our dogs, Finley and Kona
  • I love staying active and participating in Spin, HIIT and Boxing classes
  • If the sun is shining you can find me outside playing golf, pickleball or fishing
  • I love to gather around the firepit with my friends or read a good book at a coffee shop