With 30 years of experience managing investment portfolios for individuals and organizations, I have learned that my client is best served when I work diligently to understand the client's financial and lifestyle goals, objectives and constraints. By coordinating strategies with my client's tax, legal, and trusted advisors, I seek to manage meaningful investment programs. I avoid a one size fits a
ll approach to portfolio construction because standardized portfolios may marginalize the importance of the client's unique goals, needs and opportunities. I earned my bachelor’s degree in Finance from Oklahoma Baptist University and my master’s degree from Boston University. In addition, I hold the designation of Chartered Financial Analyst (CFA) and Chartered Advisor of Philanthropy (CAP). I served as an adjunct professor at Oklahoma City University and Oklahoma Baptist University. I have also served as an instructor at Graduate School of Banking and Texas Bankers Association Trust School. I am involved in the community and currently serve on the Board of Trustees and Investment Committee of the Oklahoma City Community Foundation and the Board and Governance Committee of Oklahoma Humane Society. This information is intended for use only by residents of AR, AZ, CA, DE, GA, LA, MD, ME, OH, OK, TN and TX only.
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