I began my career with Merrill Lynch Wealth Management in Oklahoma City, OK in 1992. My primary role as a Merrill Lynch Wealth Management Advisor is to help simplify the complexity in clients' financial lives by providing advice and guidance based on time-tested goals-based wealth management principles. At the heart of my philosophy is a passion to build enduring relationships with individuals, families and small businesses through my commitment to provide outstanding service. Partnering with my team members and internal specialists, I assist clients in every aspect of their financial lives and am their first point of contact.

EDUCATION:

BBA in Finance - University of Oklahoma 1990


PROFESSIONAL:

Portfolio Manager since 1/23/2012
CFP^® certification awarded by the Certified Financial Planner Board of Standards, Inc. since 10/4/1999 #064107
NMLS ID# 509598


AREAS OF EMPHASIS:

Discretionary portfolio management
Disciplined portfolio asset allocation and rebalancing
Wealth planning strategies including goals-based planning
Personal Retirement Strategies
Tax-minimization strategies


CLIENT TYPE / NICHE:

High-net worth individuals
Business owners
Corporate executives
Professionals

*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^™ and CFP^® in the U.S., which it awards to individuals who successfully complete a CFP^® Board’s initial and ongoing certification requirements. *A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.