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Here to act in your best interests
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
Visit one of our Locations
Phoenix - Virtual Advisors
4742 N. 24th Street
Phoenix, AZ 85016
1601 Northwest Expressway
Oklahoma City, OK 73118
Oklahoma City - Norman (Appt Only)
3401 W. Rock Creek Road
Norman, OK 73072
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.