Team profile

Personalized financial and investment strategies

 Let us help you build and preserve your wealth with a personalized investment strategy. With our experience providing ongoing financial advice and asset management strategies, we can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. Our 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? We’re happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Investments
  • Charitable Giving
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Tax Planning Strategies
  • Intergenerational Planning
  • Insurance

Awards & recognition

  • Kindred Wealth, Forbes Best-in-State Wealth Management Teams, 2023
  • Kindred Wealth, Ameriprise Client Experience Award, 2020

Community participation

  • Assistance League of Norman - Operation School Bell
  • Infant Crisis Services of OKC
  • Regional Food Bank of Oklahoma