I joined Edward Jones in January of 2010 as a financial advisor in the Brookside area of Tulsa, Ok, where I partner with serious, individual long-term investors to develop tailored financial strategies and work toward achieving their goals. I've earned the Accredited Asset Management Specialist™ (AAMS)* professional designation.

I'm proud to serve a diverse group of clients, many of whom are highly successful business owners. Together, we develop sustained, long-term strategies, whether their goals involve creating, spending, giving, protecting or transferring wealth. A particular joy is working with charitably-minded clients and families that seek to create multi-generational wealth. In order to provide a comprehensive financial service, I will collaborate with my clients' own accountants, attorneys and other trusted professionals in order to create the optimal solution. I'm purposeful and process-driven in order to uncover risk and opportunities for my clients.

I'm passionate about helping others and use a teaching style method while helping my clients achieve their goals. Volunteerism is important to me, so I've served in various coaching and leadership roles within Edward Jones. Those opportunities have helped me implement a philosophy that is to understand first and then work to meet the unique needs of my clients.

Outside of the office, my wife, Melody, and I have known each other since the 4th grade and have been married for nearly 40 years. We are "empty nesters" with two grown children. Hobbies include outdoor activities, global travel, good food and finding estate sale bargains.

* The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

Focus areas

  • Intergenerational Planning
  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Portfolio Reviews

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 03:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings

Branch Team

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