I have 14 years of experience as a financial advisor and began my career with UBS Private Wealth Management in Dallas, TX, in 2007. have a passion for working with clients in South Oklahoma City, as this is where my wife and I were born and raised.

I graduated summa cum laude, Phi Beta Kappa, from the University of Oklahoma (OU) in 2007. During my time at OU, I had numerous internships in finance, including a summer internship with Citigroup's Investment Banking Division in New York City during the summer of 2006.

I love helping my clients better understand their finances. In fact, I always tell my clients, when you get advice from me, you'll always leave understanding the "why" behind my advice. My goal is to help clients organize, grow, protect and transfer their wealth over their lifetimes.

When not in the office, you can find me playing golf somewhere in the metro Oklahoma City area or attending an OU sporting event of any kind. I also love spending time with my wonderful wife of 14 years, Amanda Moody, and my beautiful 3-year-old daughter, Vienna Grace Moody.

Office Information

Office Address

10801 S Western Ave Suite 300 Oklahoma City, OK 73170

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

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