As a dedicated Financial Advisor at CastleRock, I am passionate about helping clients achieve their financial goals. Born and raised in Collinsville, Oklahoma, I have always valued the importance of community and personal connections. I graduated from Oklahoma State University with dual bachelor’s degrees in finance and management, which provided me with a solid foundation in financial principles and strategic business practices. Additionally, I hold both Series 7 and Series 66 licenses, enabling me to effectively guide clients through their financial journey.
My Commitment to Clients:
I believe that continuous learning is crucial in the ever-evolving financial landscape. I stay up to date with the latest industry trends and best practices to ensure my clients receive the most relevant and effective advice. By maintaining a strong foundation of knowledge, I can better serve my clients and help them achieve their financial goals.
My approach centers on understanding each client's unique needs and providing tailored financial strategies that foster long-term success. Whether you're planning for retirement, investing for the future, or managing wealth, I am committed to guiding you every step of the way. I believe in building long-term relationships based on trust, transparency, and a deep understanding of financial markets. My goal is to simplify complex financial concepts and provide clear, actionable advice that helps clients navigate their financial journeys with confidence.
Personal Interests:
Outside of work, I enjoy cooking with my wife, Aris, and spending quality time outdoors with our two young boys, Ayden and Lewis. We also enjoy gardening, which allows us to spend time together and appreciate nature’s beauty right in our backyard. Our family loves exploring new places and creating lasting memories together.