My journey as a financial advisor began after the passing of my father. It was in the moment of caring for my mother that we met with our family's financial advisor, and I discovered the importance of having a financial advocate to navigate through times of uncertainty. I was raised in Edmond, Oklahoma, and later went on to earn both my bachelor's and master's degree from the University of Oklahoma. My wife, Katherine, and I have two very energetic boys, Emmett (4) and Isaac (2). We are members of Asbury Church in Tulsa. In my free time, I enjoy being outside with my family, riding bikes, hiking, golfing and watching sports on the back patio. How I can help: 1. Create a customized long-term strategy: reclaim your time, using our goals-based approach without the overwhelm 2. Plan your retirement: Identify the type of retirement accounts that best suits your needs 3. Prepare for the unexpected: Planning ahead for life events (major illness or injury, job loss, market dips) to stay on track while protecting your family 4. Limit tax liabilities and penalties: Helping you navigate changing tax laws and regulations to ensure your wealth remains yours THANK YOU FOR VISITING MY PAGE! If you’re curious to learn more about my approach, please reach out. We offer a free consultation to discuss your goals, without any pushy tactics.