Knowledge, experience, leadership And the confidence to pursue your goals
In an evolving investment landscape, the financial advice you trust can make all the difference. My goal, as branch leader, is for our advisors to become our clients' financial advocates. I want our clients to sleep better every night knowing they have a partner who is looking out for their financial interests and positioning them for the retirement of their dreams. I pride myself in their ability to listen and actively engage our clients so the plan and decisions made are made together. They focus exclusively on your needs, conduct a deep-dive analysis and pool knowledge, advice and resources to arrive at the best solution. Above all else, I truly believe it is caring that has made the difference in our clients' lives and their financial journeys.
Our advisors assess each client's individual situation – no matter how simple or complex – to guide them toward the milestones that are most important. Because they work with clients who typically have many moving parts to their financial lives, comprehensive planning is our priority. They value the role of being your "go-to" Advisor and ensuring that all of your wealth management needs are addressed through one well-coordinated strategy, simplifying your life so you can focus on what matters most.
They are ready to put their planning and investment experience to work for you along with the specialized resources and insight of UBS.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Executive Director |
Tulsa, OK |
February 2003 - Present |
Merrill Lynch |
Director |
Various |
January 1987 - February 2003 |
Hopeman Equipment Company |
Vice President |
Seminole, OK |
June 1977 - January 1987 |
Accomplishments
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Retirement Planning Counselor; (CRPC)
Education
- Masters of Accountancy, University of Oklahoma
- BS/BA Accounting, University of Tulsa
Licenses
- Series 3, National Commodity Futures
- Series 7, General Securities Representative
- Series 8, General Securities Sales Supervisor
- Series 63, Uniform Securities State Agent, Series 65, Investment Advisor Representative
- State of Oklahoma, Life, Health, Long Term Care Insurance and Annuities Licensed
Personal & Community
- Kappa Sigma Fraternity Endowment Fund - Board Trustee - Current
- University of Tulsa - Tulsa Alumni Chapter - Executive Committee - Vice President - Current
- University of Tulsa - Friends of Finance - President 2009 - 2010
- University of Tulsa - Golden Hurricane Club - Board
Registered States:
AR, GA, IL, MA, MI, OK, TX, UT, WA