I am a third-generation Oklahoman and other than short stays in Dallas, TX & Shreveport, LA, my childhood was spent in Edmond. My mother passionately taught school for over 40 years & my father had a long & distinguished career in management with Bridgestone/Firestone. They instilled the values of hard work, frugality and service to others. In 2001 I graduated with my BBA from the University of Oklahoma Price College of Business and shortly after began my career as a financial adviser with Paine Webber & Co. I completed the Certified Financial Planner ™ curriculum at the Oklahoma City University Meinders School of Business, and in 2008 passed the national CFP® exam. My wife Casey and I are members of the Arthur B Adams Society at the OU Price College of Business. Casey has a master’s in nursing and works as a Nurse Practitioner. We live in Oklahoma City with our two sons and spoiled Dachshund. In my free time, I enjoy spending time with family and friends, golf, fishing, bird hunting, snow skiing, & hiking.
For more than 20 years I have served successful professionals, families, non-profits, and small business owners, planning for the accumulation, preservation, distribution, and transfer of their wealth. As a Certified Financial Planner ™, I have an extensive knowledge of the financial planning process including investments, taxes, estate planning, company retirement plans, and insurance. I have a passion for developing strong relationships with my clients and working together to pursue their life’s goals.