I get a deep sense of fulfillment when I’m able to guide someone toward financial confidence, providing them with the assurance that they are making wise decisions and offering a helping hand. I’m passionate about helping young people get off on the right foot financially as well as helping clients in later stages make smart decisions to grow their wealth, and spend it wisely. How you produce income from your investments makes a big difference in how long it will last.
My interest in investing dates back to my grade school days when I played the stock market game at a museum. I quickly realized that every dollar a person earned through their labor could become much more valuable to them through investment. I continued to learn about investing through my education, career, and personal endeavors. I have worked in financial services since 1999, hold a B.B.A. in Business Finance from University of Central Oklahoma, hold the Series 7, 66, and 24 securities licenses and am insurance licensed in the lines of life, variable life, variable annuity, accident, and health. I also hold the FLMI (Fellow, Life Management Institute) designation and am a Certified Financial Planner™ Practitioner. Through my education and experience I have gained a broad base of knowledge that enables me to help clients identify strategies to help with estate planning, tax planning, business planning, etc. When our clients have complex trust and tax issues, I work with the client’s attorney and accountant to coordinate our investment management with the overall estate and tax plan. If you need an attorney or CPA, we have several we can recommend.
My personal life revolves around my family. There is nothing I love more than spending time with them. We like to go hiking and kayaking together and love playing board games. When I am not hanging out with the kids, you will probably find me reading.