I thoroughly enjoy educating people about the importance of money and how to make it work for them. I believe that open communication is the only way to achieve this by putting honesty and understanding at the beginning of every step.
It is my highest priority to empower clients to participate in the planning of their own financial future. As a Certified Financial Planner® professional, I take a comprehensive approach to helping my clients — from learning how to invest for the first time, to making a quality retirement a reality.
I like to take a complex problem or situation and make sense of it or my clients. I enjoy my job and the trust my clients have in my ability to be a resource for them and give advice when they need it. The gratitude I receive from my clients is one of the highlights of my job.
I earned a degree in finance from the University of Central Oklahoma. My passion for the science of money inspired me to continue my professional development beyond college and obtain my certification as a Certified Financial Planner® professional.
Outside the workplace, I enjoy hiking, fishing, camping and any opportunity to connect with my adult son through shared outdoor pursuits.
If you or someone you know would like to discuss finances, retirement plans, or just chat about money in general, give me a call. I look forward to meeting you.
Qualifications: holds series 7, 24, 63 and 66 securities licenses; life, and health insurance licensed.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.