I began my career with Edward Jones as a financial advisor in 2014, initially serving in the Utica Square district of Tulsa. I moved my practice to Coweta in 2016 and have found the community to be a welcoming group of Oklahomans. I met my wife, Vanessa, in California while serving in the United States Marine Corps. My daughter, Savannah, was also born in California. I currently serve as a community board member for Hillcrest South and have enjoyed learning aspects of a different industry. We enjoy fishing and walking/biking the beautiful trails around Tulsa.

I believe in building deep relationships with my clients in order to demonstrate that I truly care about how they feel. This concept creates the backbone of really understanding what is important to my clients and how to provide them with "their" ideal client experience. I enjoy working with individuals, families or businesses that understand they have a financial goal and wish to partner with a professional to accomplish this goal.

As your Edward Jones branch team, we believe it’s important to invest our time to understand what you’re working toward before you invest your money. Whatever your needs may be, we can help by partnering closely with you and your CPA, attorney and other professionals to help determine the most appropriate financial strategy for you and your family.

Partnering together, my branch office administrator, Breann Herard, and I are dedicated to providing you and your family with the highest level of service possible. By providing highly personalized service, all aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs. We would love the chance to partner with you or your family and look forward to helping you meet your long-term financial goals.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Wealth Strategies
  • Portfolio Reviews

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Fishing
  • Football
  • Auto Racing

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Branch Team

Email Me

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