“What if?” was the first question that came to mind as a young 16-year-old boy as I sat in my high school economics class listening to our guest speaker, a financial advisor. It was in this moment I was inspired to pursue a career in the financial industry, to help others navigate through the unexpected turns that life takes us through and help ensure that those that I loved were never in the situation that my family and I were currently facing.

At the age of 16, my family and I lost a dad, husband and hard worker. As the only son of the family, I knew that I had to step up and take over our family farm operations in order for our family to retain the farm business my father had worked so hard to establish. That day in economics class, I thought “what if” our family would have been prepared for the unexpected through a financial strategy? Although I knew we could not go back and change what had happened, I knew that I could make a difference not only in my own family’s future, but also in the lives of other’s by having a financial strategy and by being financially prepared for both the expected and unexpected turns of life.

After graduating high school, I went on to pursue a degree at Oklahoma State University in agricultural economics. During college, I continued to run our family farm on the weekends and during the summer. Running my family’s farm taught me how to work hard, organize and overcome challenges.

I still enjoy the simplicity of farm life, living on the same ground I was raised. My wife, Ashley, and I have two daughters and one son. I enjoy taking my children with me to check cattle and learn the ways of the farm as I did when I was their age.

I am a seasoned financial advisor with more than 15 years of experience. Alongside my partner, Julia Reneau, we treat our clients as if they were our own family and take pride in providing exceptional service to meet each of our clients' unique and often complex needs.

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Focus areas

  • Estate & Legacy Strategies
  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners

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Wed 08:00AM - 04:30PM
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