I’m a proud fourth-generation Oklahoman and the grandson of a farmer from Colony, Oklahoma. Though I was born and raised in Edmond, I spent many weekends on the family farm, eagerly riding alongside my grandfather on his fleet of John Deere tractors. Those moments gave me a deep appreciation for the resilience and patience required to overcome drought, disease, and severe weather — and the joy that comes with a bountiful harvest.
My Oklahoma roots and farming background have shaped how I approach financial planning. Farming taught me the importance of managing risk and uncertainty — and that sometimes, avoiding mistakes is the smartest move of all. This perspective guides me every day as I work to help clients protect and grow their financial futures.
I began my career in financial services in 2018 and went on to earn the Certified Financial Planner® designation, completing my coursework through Northwestern University. In 2023, I joined Transcendent Capital Group, where I focus on empowering clients through education and helping them make confident, informed financial decisions.
I hold both a Bachelor of Arts in Political Science and a Master of Arts in Public Administration from the University of Oklahoma, where I was also an active member of The Pride of Oklahoma marching band. Outside of work, I dedicate time to practicing the electric guitar — a passion that has stayed with me for years.
Helping clients achieve their financial goals is deeply fulfilling, and I’m grateful to be part of their journey every step of the way.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.