Our mission as a team focuses on helping small business owners and busy professionals achieve their desired goals, as well as understanding each client’s unique wants and financial dreams.
We strive to empower clients by offering education, tools, and resources aimed at facilitating clear communication and bringing definition to their ambitions and objectives. Each client is different, and what constitutes a great life can be wide-ranging. We help take the burden out of managing the financial details so clients can enjoy life’s journey and live out their unique purpose.
I hold a bachelor’s degree in international business and German from Oklahoma State University, and an MBA from West Texas A&M. I have fourteen years’ experience in the financial services industry, and previously spent a significant portion of my career at a wirehouse. Outside of the office,I’m active with the Norfolk Sports Club and serve on their scholarship foundation, as well as with a homeless ministry in Virginia Beach called PiN Ministries. I also enjoy running, hiking, visiting museums, and following Oklahoma State Sports.