Advisor profile


What you can expect when you work with me

 At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. 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.
Feel confident about your financial future.

Areas of focus

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

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠
  • AIF® Accredited Investment Fiduciary
  • Graduate Certificate in Financial Planning, College for Financial Planning, 2021

Education

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

Interests

  • My favorite moments are spent on adventures with my wife, Emilie and our dogs, Finley and Kona
  • I am an active member of Frontline Church Downtown and love spending time with my community group or volunteering in the nursery
  • 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

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

Awards & recognition

  • Oklahoma NextGen Under 30 - Finance, 2020