I specialize in building strategies to help clients accumulate wealth and increase financial independence. I educate clients about asset allocation and how that applies to investing for their short and long term goals. For clients in retirement my focus is finding ways to maximize the lifetime distributions from retirement accounts. Beneficiary designation planning and charitable planning helps clients ensure their estate planning wishes are carried out and tax implications minimized.
I also work with business owners and am aware of their unique needs. Through a partnership with Retirement Plan Advisory Group, I can assist business owners with their retirement plan fiduciary obligations by benchmarking retirement plan fees and fund performance and reviewing plan design and investment menus. Plan consulting services are available as well as plan setup or takeover. Insurance products such as life insurance, annuities, and long term care insurance are available.
I graduated with honors from Anderson University with a Bachelor of Arts in Education and History. I have worked in the banking and financial services industry since 1995. I currently hold the designation Accredited Asset Management Specialist - AAMS® from the College for Financial Planning, as well as Certified Plan Fiduciary Advisor - CPFA® designation from the National Association of Plan Advisors. I hold series 7, 24, 63, & 66 securities licenses and am currently registered in AL, AR, AZ CO, DE, FL, GA, ID, IL, IN, IA, KS, KY, MA, MI, MO, MT, NE, NH, NJ, NM, NY, NC, OH, OK, OR, PA, RI, TX, UT, VA, WA, WI and WY. I am also an Investment Advisor Representative in Oklahoma, and holds insurance licenses in NE, OK, & TX.
I enjoy most outdoor activities, but especially hunting, hiking and camping. My wife and I and our three daughters live in Broken Arrow and are all active members of Destiny Church.