My career in Financial Services has shaped me to become, an accomplished team leader, coach, developer, of short and long term plans, and this is what I do today as a Financial Advisor.  I help my clients with opportunities to pursue a better “return on life”. 

“I believe we are called to live a life of service, based on each person's unique talents, and gifts.

Choosing to work in the financial services industries allows me to live out this belief.”

FOCUS | COLLABORATE | EVOLVE

FOCUS: It takes more than a single planning session to put your wealth to work in support of your life goals. It takes a process. As your life circumstances change, so must your planning strategies when it comes to a full balance sheet approach. 

COLLABORATE: Working together. I will provide resources to help you gain clarity, and confidence in your decisions. I will explain options, costs, and risks associated with each choice. 

EVOLVE: I will take time to clearly understand your background, philosophy, objectives (ever-changing), and we will collaborate to keep your customized plan aligned, with an evolving investment plan designed to define the “return on life” that you want to live.

PERSONAL BACKGROUND

I grew up in in a military family and spent most of my childhood growing up overseas. Because of this experience, I love to travel and to find opportunities for adventure. My parents raised me to work hard at everything I do and to always give of my time, talent, and treasure, as I believe we are called to live a life of service, based on each person's unique talents, and gifts. I have always been called to serve and find the most joy in seeing others succeed which is why I choose to serve as a Financial Advisor.

I am dedicated to actively participating in the growth and well-being of my local community. I volunteer with the St Vincent de Paul Society to offer household assistance to those in need. I serve as an Advisory Council member for the Catholic Foundation with the Archdiocese of Oklahoma and as an Advisor for the University of Oklahoma, Price College of Business/Finance- Student Investment Fund Class.

EDUCATION: The University of Oklahoma Norman, OK – Bachelors of Arts and Science in Communications.