8908 South Yale, Suite 100
Tulsa, Oklahoma 74137
p: (918) 858-0313
"People don't care how much you know until they know how much you care." -Theodore Roosevelt
I work closely with my clients to get to know them and their financial goals and dreams. Whether they are dealing with the loss of a loved one, divorce, marriage, blended family, retirement, or starting a family I am here to help guide them through the process.
I work with my clients to create a personalized investment strategy by understanding what each client wants to achieve and then working together over the long-term to help them stay on track.
My professional background and career spans almost 25 years and I’ve had many responsibilities in the financial services industry. This includes being a financial advisor as well as supervising, hiring, and mentoring many financial advisors over my career. My father was a banker in Oklahoma City and became a financial advisor as I grew up- becoming a very important mentor and model for what I have become today.
My wife, Tracy and I have been married for 27 years and have five children, three of whom are currently attending college. In our spare time we enjoy reading, travel, and watching the St. Louis Cardinals and college football.