Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, 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.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Small Business
  • Investments
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Employee Stock Options

Awards & recognition

  • Latitude Wealth Advisory, Ameriprise Client Experience Award, 2022

Community participation

We participate a couple times of year with local organizations in the Ameriprise National Day of Service. Some of the organizations we have worked with include:

Ronald McDonald House

Street School

Youth Services of Tulsa

Emergency Infant Services

Our photos

1 albums
close