I joined Edward Jones in 2009 as an intern before becoming a full-time associate at our international headquarters in St. Louis, Missouri. In 2011, I took over the Seminole office on Broadway. I love what I do! Every day I get to partner with clients to make a positive impact – achieving goals that improve their lives, their family's lives and our communities.

The most important thing for me is to understand my clients' purpose and goals. I then use an established process to create custom strategies. These include getting to, and through, retirement; helping with educational expenses; saving for a major purchase; eliminating debt; insurance, estate and tax considerations; as well as charitable giving.

I became a limited partner of Edward Jones in 2019 and currently serve as the regional technology advisor and digital client experience coach for the Southeastern region of Oklahoma. These roles allow my office and clients to pilot our firm's newest technologies.

I am from Holdenville. I grew an attachment to Seminole when I attended Seminole State College. I then graduated with high honors from East Central University in Ada, earning a bachelor's degree in business administration with a concentration in finance. Today, I am a huge supporter of our local college. In fact, partnering with Seminole State College is how I met my future wife, Courtney!

I am an active member of the Seminole Rotary Club, having served as past-president. I am the treasurer for the Seminole Chamber of Commerce and was the 2018 board chairman. I am on the executive board for the Jasmine Moran Children's Museum and am a board member of the Seminole Public Library. I am also a member of the Seminole Tourism Council.

Community is very important to me, and I believe in using my talent to help others succeed. I enjoy getting to help clients reach their financial goals and pass their successes, whether it be wisdom, time or resources, to organizations and people who build up our communities.

Focus areas

  • Portfolio Reviews
  • Retirement Savings Strategies
  • Insurance & Annuities
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Charitable Giving

Office Information

Office Address

111 West Broadway Seminole, OK 74868

Office Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:00PM
Tue 07:30AM - 04:00PM
Wed 07:30AM - 04:00PM
Thu 07:30AM - 04:00PM
Fri 07:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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