As your Edward Jones branch team, we believe it’s important to invest our time to understand what you’re working toward before you invest your money. Whatever your needs may be, we can help by partnering closely with you and your CPA, attorney and other professionals to help determine the most appropriate financial strategy for you and your family.

I began my Edward Jones career in 2004 as a branch associate in the Oklahoma City area. After completing the PASS program within the Home Office in St. Louis, I moved to Broken Arrow to become a financial advisor in 2006. I was named a regional leader in 2016, and today I'm responsible for over 55 financial advisors in the greater Tulsa area. I became a limited partner with Edward Jones in 2010. In addition, I was named a principal with the firm in 2018. I made Managing Partner Qualifier in both 2021 and 2022.

I attended Southern Nazarene University and graduated in 2004 with a degree in finance. I hold the AAMS™ professional designation which is a designation given 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.

I am married to my wife, Katie, and have three children – Ellie, Kenzie and Kade. My family and I live in Broken Arrow, are active members of Life.Church and Bible Study Fellowship. We enjoy fishing and spending time together as a family on the weekends.

Partnering together, myself and my branch office administrator, Seanna Evans, are dedicated to providing you and your family with the highest level of service possible. By providing highly personalized service, all aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs. We would love the chance to partner with you or your family and look forward to helping you meet your long-term financial goals.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Wealth Strategies

My Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Fishing
  • Active Lifestyle
  • Motorcycles

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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