Here to act in your best interests
Early in my career, I served as an investment consultant and retirement specialist, helping clients with their financial and retirement planning. In 2006, I transitioned to a new firm and was instrumental in crafting their client-first, collaborative service strategy. My wife, Keri, taught in Oklahoma City public schools for 17 years, and our daughter, Kaitlyn, is studying economics at Oklahoma State University.
CERTIFIED FINANCIAL PLANNER™
Bachelor of Science, Oklahoma State University
Visit one of our Locations
Oklahoma City II - Oklahoma City (North)
13921 Quail Pointe Drive
Oklahoma City, OK 73134