Advisor profile


My approach

At Latitude Wealth Management, we know that in todays society you want to have peace of mind and confidence in your financial future. We believe you need clarity and wise guidance based on your set of principles. The problems, you are not sure who to trust and to let in when it comes to your financial future. Your finances shouldn’t cause you anxiety. We here at Latitude Wealth Management want to make your goals and dreams as seamless and as easy to achieve as possible.

Here’s how we do it:

  • Connect - Schedule an appointment (We want to make this as easy as possible, we can set up a virtual appointment or welcome you into our office)
  • Collaborate – We will collectively look at your situation
  • Carry-out - Together we will develop a plan to help you get you where you want to go

Transparency is a key value of ours. It is important for you to understand how we are compensated.

If you are unsure of what next steps to take, let’s find a time to discuss your situation.

Schedule an appointment today, call 918-388-2002.

Areas of focus

  • Tax Planning Strategies
  • Estate Planning Strategies
  • Social Security Retirement Benefits
  • Family Finances
  • Charitable Giving
  • Retirement Planning Strategies
12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Bachelor of Arts, Finance and Business Administration,NSU, Broken Arrow, Oklahoma

Interests

I enjoy spending time with my nieces and nephews, watching sports, playing with my dog and reading.

Community participation

I am regularly involved with Junior Achievement and the many different programs they offer to local students of all ages.

I support and volunteer at local charities including: