Founder and Senior Wealth Manager
I have dedicated my career to helping people invest and manage their wealth. For me, there is no greater endeavor than service to others, and that is at the heart of our business. At our firm, we combine cohesive teamwork with unique talents and abilities to create an advisory experience that our clients won't find anywhere else. We love helping people, and that's what motivates us every day.
As the leader of our team of advisers, I encourage my colleagues to continually learn and sharpen their skills, so that we can provide the best service possible to our clients. Meeting with potential clients and promoting our business is also a part of my role, and I take pride in maintaining the great reputation that we have built.
Personally, I am inspired by being the best at what I do. Seeing our clients experience the impact of our work, and doing this over and over again for existing and new clients, gives me great satisfaction.
I was born and raised in Tulsa, and I have been a part of this community my entire life. My family is my greatest motivation, and I am blessed to work alongside my son. Knowing that the work we do has a real impact on our city and the people in it is incredibly motivating, and I am proud to be a part of such a meaningful endeavor.
Licenses and Qualifications: SIE - Securities Industry Essentials Examination, Series 7 - General Securities Representative Examination, Series 65 - Uniform Investment Adviser Law Examination, Series 63 - Uniform Securities Agent State Law Examination, and Series 31 - Futures Managed Funds Examination