I’m a CERTIFIED FINANCIAL PLANNER® Professional and fiduciary Wealth Advisor with over 10 years of experience helping individuals, families, and high-net-worth clients protect and grow their wealth. I earned my MBA in Finance from Oklahoma City University and have built a career on a deep desire to ... One thing I want my clients to know about me is... I’m a fiduciary Wealth Advisor helping individuals, families, and high-net-worth clients grow and protect their wealth with integrity, tax-efficient strategies, retirement planning, and personalized guidance.
MBA in Finance Oklahoma City University – Oklahoma City, Oklahoma (2014)