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