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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Financial Advisors in Oklahoma and Tennessee

At Kindred Wealth, we provide personalized financial planning and investment guidance to individuals and families in Norman, Oklahoma, Murfreesboro, TN, Nashville, TN, and their surrounding areas.

The word “kindred” traditionally refers to people connected by family, spirit, or shared values. At Kindred Wealth, it defines our culture: one built on trust, mutual care, and collective commitment. It’s about fostering real relationships—with each other and with the clients we serve—so that every financial decision is guided by a deeper sense of purpose and connection.

This mutual respect extends beyond our team—it shapes how we serve clients. When individuals and families work with us, they’re welcomed into a partnership rooted in empathy, clarity, and commitment to long-term financial well-being.

Our team approach ensures clients benefit from a wealth of experience, collaborative insight, and a deep commitment to helping them make confident decisions—now and across generations. If you’re searching for a financial advisor near Norman, OK or in Middle Tennessee, we’re here to help you align your wealth with what matters most.

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Honored to be recognized in Forbes

It’s a privilege to help our clients and their families feel more confident and in control of their financial lives. Because of their loyalty, Kindred Wealth has been named to the 2025 Forbes Best-in-State Wealth Management Teams list. I’m so grateful for this honor, for my clients’ trust and for the dedication of our entire team.