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Here to act in your best interests

About me

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.




Bachelor of Science, Finance - Oklahoma State University

Visit one of our Locations

Oklahoma City II - Oklahoma City (North)

13921 Quail Pointe Drive

Oklahoma City, OK 73134

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.


Certain services provided on an educational and guidance basis only.

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