Here to act in your best interests

About me

I became a financial planner because I saw firsthand in my family the pitfalls that people fall into when they don’t plan for the financial decisions that come up in their lives. My goal is to help my clients succeed so they are prepared for any financial challenge that comes their way. Outside of work, I have an affinity for languages and the culinary arts.


Master degree, Hult International Business School

Bachelor of Arts, University of Oklahoma

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Phoenix - Virtual Advisors

4742 N. 24th Street
Suite 400
Phoenix, AZ 85016

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Oklahoma City

1601 Northwest Expressway
Suite 1525
Oklahoma City, OK 73118

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Oklahoma City - Norman (Appt Only)

3401 W. Rock Creek Road

Norman, OK 73072

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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 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 insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning Retirement Planning Investment Management Tax Planning Insurance Guidance Estate Planning