I live in the Tulsa, Oklahoma area with my wife and two girls. I am fortunate to serve others as a CERTIFIED FINANCIAL PLANNER® professional, helping my clients achieve their financial goals and aligning money with their ideal life.
I have accumulated more than 16 years of experience working with clients and their finances at some of the country's most recognized financial firms.
Along the way, I gained the following credentials that I believe give me the extensive knowledge I need to do great work for my clients:
Completed educational, exam, experience and ethics requirements to become a CERTIFIED FINANCIAL PLANNER™ professional.
Received my MBA from Regent University
Outside of work, you can find me spending time with my family, traveling and enjoying the outdoors. I am also involved in serving at my local church.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
