After being a CPA for almost 30 years and working as a chief financial officer for 12 years, I have gained valuable financial knowledge and experience. However, it wasn't until a friend recruited me as a financial advisor at Edward Jones that I found my true calling. I liked that I could run my own business with the support of a large company that focuses on client service.

It is very important for me to help you with your overall financial picture, and I really enjoy helping you define what retirement looks like to you. I like to sit down with you and find out your needs and to help you make your dream a reality.

I became a financial advisor to work with all types of financial goals, but my passion is retirement and providing information about estate considerations. I also like to help my clients protect themselves for the unexpected events in their lives and save for their kids' education.

I was born in Stillwater, Oklahoma and graduated from the University of Oklahoma with a degree in accounting. My dad was an Oklahoma State University graduate, so I have allegiance to both OU and OSU. I worked for my dad's veterinary practice through college, helping manage his three clinics.

I have lived in several places in the US and abroad, but Oklahoma is home. I support my community through Chamber membership, a local food pantry, a business networking group and my church. I enjoy spending time with my family, especially in the great outdoors. I am an avid tennis player, scuba diver and I love water sports, in general. I also like to knit and read quite a bit as a member of a book club. I love college sports and am a season football ticket holder. I have been given a lot of gifts in life, and I think it's important to pay it forward and pass on blessings to others.

If you are looking for a financial advisor to give you the guidance you need to help you during your next chapter, give me a call and let's get started. Take time today to prepare for all your tomorrows.

Office Information

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

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