Over the last 16 years, my team built an office and a process that is equipped to help you through all the challenges of a financial strategy. During the 2008 Financial Crisis, I saw what happens when other people fell asleep behind the wheel of their clients' life savings. It drove me to work harder to stay sharp.

In an ongoing effort to stay sharp, I recently completed a three-year Graduate Certificate Program at Harvard Extension School in business economics. In this program, I studied at Harvard under renowned experts in economics and money management. In 2020, I became a Chartered Retirement Planning Counselor™ (CRPC™) which helps me focus on clients’ retirement needs, as well as issues related to asset management and estate planning. Prior to that, I passed my AAMS™ designation (Accredited Asset Management Specialist™) from the College for Financial Planning. In a past life, I got a bachelor's degree in political science from The University of Oklahoma, after which I worked for a US Congressman and a US Senator. My legislative interests back then led to my current role, currently I serve as a client advocate to the Oklahoma delegation of US House and Senate representatives in Washington, D.C.

Education is no substitute for the experience I have had serving clients like you through their lives as they change, though their ups and their downs.

Previously, I participated in national leadership development programs, and served in many leadership capacities both locally and statewide, inside Edward Jones and in our community.

Today, I enjoy coaching other advisors and leaders.

I grew up in Oklahoma City and met my wife, Meredith, while working in Washington, D.C. We have two daughters, Adele and Margot. As a family, we love the opportunity to be engaged in our church and community and to raise our daughters here.

Our office team has built a process for everything that begins with focusing on you and your priorities.

My branch team includes two branch office administrators: Billie Snow has been with Edward Jones since 2009 and Ann Newman has been with the firm since 2019.

Together, our team works to simplify everything and to partner with you to solidify your financial security. Our team is very proactive in reviewing your personalized strategies to help you achieve your goals. You are never an interruption of our work; you are the purpose of it.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Charitable Giving
  • Employee Stock Options

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Personal Fitness
  • Culinary Arts
  • News & Media

Office Information

Office Hours

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

Branch Team

Email Me

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