I began my career as a financial advisor with Edward Jones in 2005. In addition to achieving a bachelor’s degree from Oklahoma City University, I obtained Series 7, 66 and OK Life Accident and Health Variable Annuity licenses. I am currently maintaining the AAMS® professional designation as well.

I use an established process to build personalized strategies to help you achieve your goals and understand what is most important to you. Collaborating with you, your CPA and other trusted professionals allows me to determine the most appropriate financial strategy for you and your family.

I have served my region at Edward Jones as the culture of compliance leader, a mentor, a recruiter, a level leader and a field trainer. I am an active volunteer at my children’s school. Also, for several years I have volunteered as a mentor and tutor for Whiz Kids, an organization focused on pairing underprivileged children with mentors to build reading skills and confidence, and to help them realize they can be successful.

I have been married to my wife, Carli, for 13 years and we have two daughters: Roslyn (11) and Evelyn (9). I grew up in Enid, OK and moved to OKC in 2003. I enjoy traveling, playing saxophone and guitar, hiking, playing golf and most importantly, spending time with my family.

At Edward Jones, we’re focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals.

Focus areas

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

My Personal Interests

  • Spending Time with Family
  • Music
  • Traveling
  • Golfing
  • Pets

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 - 04:00PM
Sat Closed
Sun Closed
Email Me

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