Team Bios

Founder & Managing Partner

I help successful business owners and families manage their investments and plan for the future. In my career I’ve helped many couples retire on schedule, build lives for their families, and provide for the next generation.

I’ve been providing fiduciary level financial advice for more than a decade. In my career, I’ve been fortunate to work with incredible clients who are truly good, caring people. Being able to share a laugh while building the future is what makes this job worth it.

Before launching my own firm, I served clients for Exencial Wealth Advisors here in Oklahoma City and at Charles Schwab in Austin, Texas. I earned a bachelor’s degree in economics and broadcast journalism from the University of Missouri. I’ve earned credentials as both a Chartered Financial Analyst^® and a CERTIFIED FINANCIAL PLANNER^® professional, which is a long way of saying I spent way more of my twenties studying than I would have liked.

Outside of the office, I spend my time making memories with my wife and 3 kids, chasing a little white ball around the greens, and cooking up a perfect crawfish boil.

But who cares?

Seriously, who cares? You shouldn’t care about me. You should care about you, and how I can help make sense of this complex ball of stress that we call “finances.”

Guess what? I think that’s awesome because that is something I can help with.

I want to know more about you and what you’re going through. What’s top of mind for you? Hit the button we’ve got and shoot me a note. Let’s talk about it.