As a Financial Advisor at CastleRock Financial Advisors, I am passionate about helping individuals, families, and business owners make thoughtful financial decisions and work toward their long-term goals. Born and raised in Collinsville, Oklahoma, I have always valued the importance of community, trust, and personal relationships.
I graduated from Oklahoma State University with dual bachelor’s degrees in finance and management, which provided a strong foundation in financial principles and business strategy. I also hold both Series 7 and Series 66 licenses, allowing me to guide clients through a wide range of financial planning and investment decisions.
My Commitment to Clients
My approach starts with understanding each client’s unique goals, priorities, and concerns. Whether someone is planning for retirement, growing and protecting wealth, or navigating complex financial decisions, I strive to provide clear, practical guidance tailored to their situation.
I believe financial advice should be personal, thoughtful, and easy to understand. My goal is to simplify complex financial concepts, help clients stay focused on what matters most, and build long-term relationships based on trust, transparency, and consistent service.
I am also committed to continuing education and staying current with industry trends, tax considerations, and planning strategies so I can provide relevant, informed guidance to the clients and families I serve.
Personal Interests
Outside of work, I enjoy cooking with my wife, Aris, and spending quality time outdoors with our three children, Ayden, Lewis, and Alaina. We also enjoy gardening, exploring new places, and making lasting memories together as a family.
