Located in Woodward, Oklahoma, I work with existing and qualified new clients in an effort to help improve their financial lives as each client defines his or her situation.  Every person is different, and I am at my best when listening to clients and prospects and asking important questions to understand what he or she hopes to accomplish.  As a CERTIFIED FINANCIAL PLANNERTM professional and Chartered Life Underwriter certificant, I bring investment and insurance skills to the planning process that many advisers cannot offer.

 

Invest for your future with our new online platform that combines the benefits of a personal financial advisor with sophisticated technology. 

Empower Your Future Video

 

Click Here to LEARN and START NOW

 

 

   

 

 

             

 

 

 

 

 

 

          

                   

www.cfp_.gif