I help individuals and families increase
their financial confidence by providing financial advice based on 20 years of
experience in the industry. I am deeply committed to my clients’ financial
wellbeing, and I strive to listen intently to their needs and concerns in order
to provide them with just the right help for their unique circumstances. I'm so grateful I discovered this amazing career, 20 years ago, that allows me to apply my
passions of education, customer service and financial planning such that I have
made and continue to make a difference in lives for generations, helping to
protect dreams, build futures, grow and transfer wealth and secure legacies.
In my spare time, I enjoy teaching Sunday school and
volunteering with youth sports and local conservation districts. I also enjoy
time with my wife, our six kids and five grandkids, traveling and meeting new
people. Other hobbies include;
sustainable ranching and genealogy.
My Education:
- BS Oklahoma State University - Animal Science, Business Option
Career Highlights:
- Having second and third generation clients thank me for
the work I've done
My Process
While everyone's financial journey is unique and ongoing, it can typically be broken down into three general stages:
- Working years and wealth accumulation
- Retirement years and income
- Estate conservation and transfer of wealth
No matter where you are in your journey, once you've decided to consult an expert, searching for an advisor becomes the first obstacle. Where to begin? As a trusted partner with Energy One Federal Credit Union, I am dedicated to helping members identify and reach their financial goals. My intent with each client is to meet them where they are
with their current portfolio, or even, in creating their first portfolio. I perform a needs-based assessment of each
situation and work to provide objective, research-based solutions. I offer simple, streamlined plans with
in-depth research to back them up.
We start with a conversation.
Where are you in your financial journey?
How did you get to this point?
What is next? Are you
adequately prepared?
In working together and allowing me to share my expertise I
help clients navigate the current market conditions while planning for the next
steps in their journey. I am
conscientious in managing investments and revisit the plans in place as
circumstances inevitably change. I am
available by appointment, telephone and email.
