I’ve been told if you do what you love, you’ll never work a day in your life. Although cliché, I can vouch for the truthfulness of the statement. I love what I do and I’m grateful to work in a field I find so interesting, with families I can call friends.
I received a degree in business administration from Abilene Christian University in West Texas, and a Master of Business Administration emphasizing finance from the University of Central Oklahoma. Upon completion of my MBA, I was one of two selected to be inducted into the Delta Mu Delta National Honor Society.
It was during my formal studies that I developed a deep interest and love for investments, ultimately leading me to accept a position with Smith Barney as a financial consultant in 1997. Over the next eight years, I grew my practice and quickly increased my knowledge via access to a broad spectrum of resources typically found in one of the largest firms on Wall Street.
Although I enjoyed my time working in a large firm, my entrepreneurial roots led me to establish a private investments practice in early 2005. I’ve found the evolution from employee to entrepreneur has streamlined the relationship with my clients, allowing us to financially counsel in a more objective environment.
On a personal note, nothing is dearer to me than my faith. My wife and I attend Henderson Hills Baptist Church in Edmond, Oklahoma, where I help lead one of the largest adult classes in the church.
Additionally, my wife and I have two beautiful daughters who have successfully flown the nest and now work in the medical field and in the energy industry.
Finally, I think it’s healthy for individuals to have a hobby and mine is golf. There are times I’ve debated the wisdom of my choice (most often when searching for my last shot). But I truly enjoy the challenge and the social venue to meet others with like interest.
Ultimately, the most fulfilling aspect of my profession is to see the impact we have on peoples’ lives – both today and in the future. Whether it’s successfully creating a couple’s retirement plan or being able to tell someone they have the financial means to put their child through college, I know what we do matters.