Our Team

ROLE: Comprehensive financial planning including investment management, retirement planning, education planning, risk management, tax planning and estate planning

EDUCATION: BS in Industrial Engineering and Management, Oklahoma State University, 1992; MBA, Notre Dame University, 2000; Certified Financial Planner, 2006

CURRENT AFFILIATIONS: Cole Center Family YMCA, Oak Farm Montessori School, Dekko Foundation, Freedom Academy and Noble County Economic Development Trust Board

ROLE: Provide administrative support in the construction of financial plans and assist clients with account opening, maintenance, and requests

EDUCATION: Financial Paraplanner Qualified Professional, 1999