My passion for helping people with their finances began with my father, who worked in the financial industry and inspired me to pursue this career path. I am grateful to be able to make a difference in my clients' lives, helping them alleviate financial stress and achieve their goals.
Working in a team environment at Olistico Wealth keeps me motivated, and I am constantly inspired by my colleagues' successes and the ways we are collectively helping our clients. The financial industry is constantly evolving, and I find this exciting as we always strive to improve and provide the best service possible.
I earned my Bachelor's degree in Entrepreneurial Management from Texas Christian University, and I am currently pursuing my CFP® certification. As a Wealth Manager at Olistico, I am responsible for financial analysis, due diligence, and managing a range of operations, strategies, and service portfolios. I am committed to providing the best service possible and helping my clients achieve their financial goals.
I was born and raised in Tulsa, Oklahoma, which I still call home. I am married to my wife, Kelsee, my biggest supporter and motivator. In my free time, I love to play tennis, and I enjoy teaching others and being a leader. I also love spending quality time with friends, hosting parties, and traveling to new places.
Licenses and Qualifications: SIE - Securities Industry Essentials Examination, Series 7TO - General Securities Representative Examination, Series 66 - Uniform Combined State Law Examination.