About me

Becoming a financial advisor was a natural path for me, shaped by my passion for helping others achieve their goals and secure their futures. My journey in finance began over two decades ago, driven by a deep interest in financial markets and a genuine desire to make a positive impact on people’s lives. Mentors and personal experiences have reinforced my commitment, fueling my dedication to guiding clients through life’s financial complexities.

 

My mission is simple: to empower you to live your best life by providing financial clarity and peace of mind. I believe every financial plan should be as unique as the person it’s designed for. That’s why I take the time to listen, understand your story, and tailor strategies that align with your goals and values. Whether it’s planning for retirement, protecting your family’s future, or building wealth, I’m here to support you every step of the way, offering a judgment-free, pressure-free environment.

 

I hold a Bachelor’s degree in Business Management from Oklahoma State University, with minors in Finance and International Business. I am certified with the Series 7, 66, and AAMS, and hold a Life and Health Insurance License. These credentials reflect my commitment to providing the best possible advice to my clients.

 

On a personal note, my family is the cornerstone of my life. My wife, Jessica, and I have been married for over a decade, and together we are raising two wonderful children, Bray and Forrest, in Oklahoma City. Outside of work, you’ll often find me cooking up new dishes, a passion that’s become a fun way to bring friends and family together. Our home is also shared with Einstein, our toy poodle, and Shelly Wonka, our turtle, who add extra joy to our lives.

 

Living in Oklahoma has always felt like home, and I’m grateful to be part of this vibrant community. I’m excited to work with you to help you achieve your dreams, with conversations that are jargon-free and focused on what truly matters to you.

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

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