Our Branch
We listen, care and wholeheartedly dedicate ourselves to helping our clients. Our branch team strives to understand what's most important to each client. We help them achieve their goals by creating personalized strategies, executing our established process and then continuing to partner with each client throughout their lifetime, understanding that needs change over time.

Our Clients
Clients often come to me during times of transition, such as retirement or receiving an inheritance. I enjoy the challenge of developing financial strategies in collaboration with other professionals like my clients' accountants and attorneys.

About Me
I grew up in the small rural town of Ulysses, KS, where I learned about the importance of hard work and honest values. I began with mowing lawns at the age of 7 and helping with the family business. Throughout my high school years, I worked six nights a week, all the while participating in school activities and sports. Before I graduated high school, I felt the calling to serve our great country and at the age of 17, I enlisted in the Army in 1987. I then spent the next 26 years serving in the United States Army with the majority of my time in the military serving within the Special Operations community. While in the military, I served as an Infantryman with the 75th Ranger Regiment, 25th Infantry Division’s Long Range Surveillance Detachment, 13 years as a Green Beret with 10th Special Forces Group. I retired in 2013 from the Army.

I am married to my wonderful wife, Mariah. We have two children, Evan and Callie, who keep us on our toes with their involvement in extracurricular activities and sports. My wife and I enjoy watching our children participate in their activities, but we especially enjoy watching them grow and develop. We have two dogs, one that is crazy and one that just stands there. As a family, we love traveling, camping and spending as much time as possible at the lake.

We are at your service.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Military Professionals & Veterans
  • Wealth Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies

Office Information

Office Address

908 N Rockford Rd Suite D Ardmore, OK 73401

Office Hours

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

Branch Team

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