Long before I appreciated it, my parents and grandparents made financial decisions that created opportunities for my future. Seeing firsthand the long-term impact of that planning played a significant role in drawing me to financial planning. As a student, I got an early look at the profession by working with client files for the advisors I eventually joined after graduation. Reading through those records showed me the value of a long-term advisory relationship: knowing a family's history, remembering why decisions were made, and following through over time.
After college, I worked in quality assurance for banking and energy software companies. That work trained me to test assumptions, look for what could go wrong, and catch problems early. I enjoyed the analytical side, but I wanted work that was more directly connected to people. When I had the opportunity to join Kelly and Daniel in 2018, it felt like the natural next step. Since then, we have worked side by side on planning, investment decisions, and the ongoing questions that come with long-term client relationships, including our transition to Rose Rock Financial in 2024.
That quality-assurance mindset still shapes how I advise clients. When a financial decision has meaningful consequences, I would rather build the projection, compare the alternatives, and show the tradeoffs than rely on a quick rule of thumb. I want clients to see the numbers, question them, and understand why we are recommending a particular strategy. To me, a recommendation is not fully useful until the client understands the reasoning well enough to explain it in their own words.
Much of my work involves retirement, investment, and tax planning, and I especially enjoy working with younger professionals and high earners whose decisions today can affect their finances for decades. That might mean helping a physician balance student loans with retirement savings, helping a tech employee decide how to handle RSUs or stock options, or helping a family prioritize several important goals at once. I also work closely with Daniel and Kelly on clients who have been with the team for years, which gives us the benefit of both longstanding relationships and multiple perspectives when an important decision comes up.
I also value being early in a long career. A client who starts with me in their fifties is beginning a relationship I can see through their entire retirement. I want the plan we build before retirement to be one I am still helping them adjust decades later. I grew up in Edmond and studied at Oklahoma State University in Stillwater. After starting my career in Tulsa, I returned to Oklahoma City, where I live with my wife, Haley, and our two dogs, Rocky and Ande. My faith shapes how I treat people both in and outside the office. I am involved with our church, lead a boys' youth group, and have participated in mission trips to roof homes in Memphis and help install water wells in Guatemala. Outside of work, I enjoy gardening, running, spending time at the lake, and looking for an excuse to get back on a ski slope.
- MBA, concentration in Information Assurance, Oklahoma State University
- B.S., Management Information Systems, Oklahoma State University
- Certified Plan Fiduciary Advisor (CPFA)
- Series 7 and Series 66 securities registrations through LPL Financial