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