Here to act in your best interests

About me

As a financial planner, I take great pride in helping my clients find simple yet meaningful solutions to the complexities of their unique situation. Outside of work, I enjoy spending time with my wife and son, and love a good antiquing find. I’m also an avid golfer, dating back to when I played on my college team.

Education

Bachelor of Arts, Business Administration - Southwestern College

Visit one of our Locations

Oklahoma City - Norman (Appt Only)

3401 W. Rock Creek Road

Norman, OK 73072

Oklahoma City I - Oklahoma City

1601 Northwest Expressway

Suite 1525

Oklahoma City, OK 73118

Phoenix - Virtual Advisors

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

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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