I joined Edward Jones in 2009 as an intern before becoming a full-time associate at our 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 – helping them achieve 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 for the Southeastern region of Oklahoma. This role allows my office to pilot our firm's newest technologies.

I am from Holdenville and 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 of Science degree in business administration with a concentration in finance. Today, I enjoy opportunities to partner with and support our local college. In fact, working with Seminole State College is how I met my wife, Courtney!

I am an active member of the Seminole Rotary Club, having served as president in 2016-17. I was the 2018 Seminole Chamber of Commerce chairman and now serve as the treasurer. I am on the executive board for the Jasmine Moran Children's Museum and am the president of the Seminole Public Library advisory board. 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 Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Charitable Giving

Office Information

Office Hours

Office Hours
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

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