We are both originally from Oklahoma and feel very fortunate to be raising our two beautiful (and extremely ornery) children here in the Tulsa area. I had previously built a career in aviation that required me to work all hours of the day, not to mention the short-notice travel. My wife and I knew that we wanted something different for our family, but we weren't quite sure at the time exactly what
"different" would look like. I joined this firm because our values align. I wanted to serve as an educational resource to families and businesses so they could have the security to focus on what they specialize in or enjoy most. Most folks just want to know that they are going to be OK. I use an established, repeatable process that has helped many families achieve goals that had previously seemed to be out of reach. So where do we start? I think it's important to take time to get to know one another, find common ground and begin the path to building trust. I don't have all the answers and I don't suspect I ever will. What I can offer as your financial advisor is that I will put your family's interests ahead of my own. I will work hard in partnership with you to make sure that we have a solid strategy for the expected and that we have prepared for the unexpected. My team and I work very hard to make each client feel like our only client because that is how we would want to be treated. My ideal client is one who, regardless of their net worth, respects me and my team. Whether you are just getting started or have accumulated an enormous amount of wealth, I recognize the value and importance of finances for each individual. If I can ever be of service to your family, give me a call. I would love to meet you and show you how we make a meaningful difference every day for our clients. Member SIPC.
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