I believe success can be attributed to a proven process. With 25 years in the industry, I have honed my process which centers around truly understanding each client’s unique circumstances, aspirations, and concerns. As a good listener, I take the time to comprehend your financial objectives and tailor personalized strategies to suit your specific situations.

My greatest strength lies in my ability to demystify complex financial concepts, making them accessible and easy to understand for my clients. I firmly believe that a well-informed client can make more confident decisions about their financial future. My commitment to clear communication fosters an environment of transparency, empowering clients to take an active role in their financial planning.

On a personal note, I have lived in Oklahoma for the past 42 years. At the age of 21, I left Oklahoma to serve in the Army guarding the beaches of Hawaii. After the Army, I worked in Financial Services, making my move to Financial Planning in 1999. My wife, Joyce (of 31 years) and I are empty nesters and when not at work we love to ride mountain bikes, climb mountains in Colorado and keep up with our two dogs, Rosie and Roman.