I became a financial advisor because I am passionate about helping people secure their financial futures. I have been a financial advisor for more than 10 years and I specialize in investment management and financial planning for high net worth individuals. I am a lifelong Oklahoman and graduated from Oklahoma State University with a Bachelor's in Finance. I hold the Series 7 & 66 licenses, as well as insurance licenses in the lines of life, variable life, variable annuity, accident, and health. I have also obtained the CERTIFIED FINANCIAL PLANNER® certification through New York University.
I write a weekly blog explaining market moves and upcoming market stories, check it out on our blog page!
I live in downtown Oklahoma City, and when I'm not working with clients I like to spend time with my wife Jewels and our pug Sammy, going to Thunder games and finding the best restaurants in the city.
Please give me a call or shoot me an email if you have questions about your financial future!