Experience
Makes all the difference
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Managing Director/ Portfolio Manager |
Tulsa, OK |
January 1994 - Present |
Accomplishments
- Named one of the Top 1000 Financial Advisors in the United States by Barron's Magazine, 2009, 2010 and 2012
- Named one of the Top 1200 Financial Advisors in the United States by Barron's Magazine, 2014, 2015, 2016 and 2017
- Oklahoma State Speaker of the House's appointee as Trustee of the Oklahoma Law Enforcement Retirement System
- Forbes Best-In-State Wealth Advisors, 2018, 2019, 2020
Education
- Certified Investment Management Analyst (CIMA®), The Wharton School of Business
- CERTIFIED FINANCIAL PLANNER™ (CFP®), Northeastern State University, Oklahoma
- Bachelors Degree in Economics, University of Oklahoma
Licenses
- Series 7, General Securities Representative
- Series 63, Uniform Securities State Law
- Series 65, Investment Advisor Representative
- State of Oklahoma, Life Insurance and Variable Annuity Licensed
Personal & Community
- Named as one of Oklahoma's Top 20 Financial Advisors (Oklahoma Magazine, 2008, 2009 and 2010)
- Frequent guest analyst for local TV and Radio stations
Registered States:
AL, AR, AZ, CA, CO, FL, GA, IA, IL, KS, KY, LA, MA, ME, MI, MN, MO, MT, NC, NM, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WY