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. I currently serve on the boards of directors for the Oklahoma Council on Economic Education, Oklahoma Venture Forum, and Kappa Sigma Housing Corporation at the University of Oklahoma. My wife Casey and I are members of the Arthur B Adams Society at the OU Price College of Business. Casey has a masters in nursing and works as a Nurse Practitioner. We live in Oklahoma City with our spoiled Dachshund Cooper and are expecting our first child late this spring. In my free time, I enjoy spending time with family and friends, golf, fishing, bird hunting, snow skiing, & hiking.
For more than 16 years I have served successful professionals, families and small business owners, planning for the accumulation, protection, 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 meet their life’s goals.