Over the past 18 years, my team has built an office and a process equipped
to help you through all the challenges of a financial strategy. During the
2008 Financial Crisis, I saw the importance of having a financial advisor who
is proactive with clients. In an ongoing effort to develop my knowledge, I recently completed a
three-year Graduate Certificate Program in Business Economics through Harvar
d Extension School. In 2020, I became a Chartered Retirement
Planning Counselor™ professional, or CRPC™, which provided training
on topics such as estate and health care objectives in retirement,
principles or retirement planning and Social Security considerations. Prior to that, passed my Accredited Asset Management Specialist™ certification, or AAMS™, from the College for Financial Planning. I recieved my bachelor’s degree in political science from the University of Oklahoma, after which I worked for a U.S. congressman and a U.S. My legislative interests back then led to a role in which I currently serve, as a client advocate to the Oklahoma delegation of U.S. House and Senate representatives in Washington, D.C. Previously, I participated in national leadership development programs
and served in many leadership capacities locally and statewide, inside Edward Jones and in our community. Today, I enjoy coaching other advisors
and leaders. I grew up in Oklahoma City and met my wife, Meredith, while working in Washington, D.C. We have two daughters, Adele and Margot. As a family, we love the opportunity to be engaged in our church and community and to raise our daughters here. Edward Jones is a financial-services firm dedicated to serving the needs of individual investors.
