Born and raised in Southeastern Oklahoma, I am a former healthcare executive, municipal court judge and practicing attorney. My 11 years spent working in the legal and healthcare fields, including four years as CEO of McCurtain Memorial Hospital, provided me unique experiences that have shaped my life and my career as a financial advisor. Managing a multi-million dollar budget while navigating the waters of rural healthcare taught me the value of hard work, kindness and ingenuity. I learned that when you establish goals and encourage teamwork, small feats can lead to big victories.
As a financial advisor, I believe those same principles are vital. Once I understand your priorities for yourself, your family and/or your business, I use an established process to help you create realistic goals and implement personalized strategies to help accomplish those goals. By partnering together and remaining accountable to each other, we stay on track through all stages of life.
Investing can be an intimidating experience. In my practice, I focus on explaining the investment world in terms you can understand, and there are three things I want my clients to walk out of my office knowing:
1. Why I’m suggesting a specific investment/strategy
2. What you may expect from it (volatility/return)
3. How much it’s going to cost