When I was a child, I often wondered what exactly it was that my father, David, did for work. He loved his job as a financial advisor, and now that I have followed in his footsteps, I can say confidently that I know exactly what led him to dedicate his life to financial planning. He has taught me that the most important role I play in this career to is care for my clients; to celebrate their achievements, hold their hand during tough times and be a friend is what people truly want in their financial advisor.

As a financial advisor, I have the opportunity to help my neighbors work toward making their financial dreams come true. Whether you’re saving for retirement, putting your child through college or starting a business, I want to truly understand your wants and desires, not only today but for your future. When you work with me, you also get data-driven advice from Edward Jones’ thousands of associates, which have been serving clients since 1922 with an emphasis on putting your needs first. My job is to help guide you to your goals by creating a path to achieve them based on the information you provide me.

One of the most important services I offer my clients is help avoiding common mistakes, including investing emotionally, trying to time the markets and failing to diversify. Of course, managing the money you need for your future is emotional, but it’s my job to help you step back and make the best decisions possible for your long-term financial goals, ignoring the drama of short-term events.

In my community of Owasso, OK, I pride myself on providing tailored advice to my clients. My branch office administrator, Debbie, is an integral part of my clients’ experience, offering a friendly face and detail-oriented care for their accounts. Our clients come from across Oklahoma and the country, including 15 other states.

Outside of the office, I love to travel, play sports and spend time with my family and friends. I am engaged to my fiancée, Paige.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Special Needs Financial Considerations
  • Business Retirement Plans
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Sports Enthusiast
  • Scuba Diving
  • Animal Rescue
  • Baseball

Office Information

Office Address

12338 East 86th Street North Owasso, OK 74055

Office Hours

Office Hours
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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