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Here to act in your best interests
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.
Bachelor of Arts, Southwestern College
Visit one of our Locations
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.