✔️Accepting New Clients

Very seldom does life happen 100% according to plan. Growing up, I wanted to be an engineer. After graduating from Oklahoma State University with a bachelor's degree in mechanical engineering, I spent almost a decade designing fluid systems for aircrafts. Through that period in my life, I realized that I loved the deductive and problem-solving process. In 2019, an opportunity came up to work as a financial advisor at Edward Jones to take my skills into an new profession and help others.

I'm married with two children. My wife is a dental hygienist, and my family are members of St's Peter and Paul Catholic Church in Cushing, OK. I am an active member of Rotary and Downtown Cushing Revitalization Association to promote community and service. Like you, I have needs, wants and dreams and know what stresses come from lacking a thoughtful financial roadmap but know the joy of reaching a goal.

What does your retirement dream look like? How are you planning to pay for higher education? Maybe you are a business owner and want to discuss how to strengthen the business. We know that life seldom happens entirely according to plan. What have you done to protect what you've built financially? How are you planning to pass on generational wealth efficiently or manage wealth left under your care? How are you staying current on legislative changes that may affect the execution of all of these plans? At Edward Jones, we balance your multiple goals and monitor your progress to make sure you stay on track. As your life changes, your strategy can evolve too, making any adjustments as needed.

There are many forms of risk in investing, but I want to challenge you to redefine risk as the likelihood of not reaching your long-term financial goals. Let's work to reduce as much risk as possible. As an Edward Jones financial advisor, it’s important to me to listen and understand you and your financial needs, wants and dreams before recommending any investments. I want to educate and coach my clients through investment options and market fluctuations to motivate with tailored strategies. Your timeline and comfort level when investing are balanced with the steps necessary to reach your long-term goals. We welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise.