I’m a financial advisor based in Tulsa, Oklahoma, dedicated to helping clients build healthy financial lives for themselves and their families. I create comprehensive financial plans that cover retirement and investment planning, risk management analysis, estate planning, and tax strategies. I enjoy working with individuals and business owners to develop personalized financial plans that align with their goals and dreams.
I earned the Certified Financial Planner™ (CFP®) designation in 2022, which required 6,000 hours of professional experience, completion of rigorous coursework and a comprehensive exam, and a commitment to high ethical standards. I also hold the Series 7 and 66 securities licenses held through LPL Financial, as well as life and health insurance licenses.
In 2014, I earned my Executive MBA from the Sam M. Walton College of Business at the University of Arkansas, focusing on investment analysis and entrepreneurship. I earned my bachelor’s degree in business administration in 2009 and had the honor of receiving a scholarship to study global consumers and marketing in Italy in 2007.
I’m an active member of the Rotary Club of Tulsa, where I’ve served as budget chair (2022–2023) and secretary/treasurer (2023–2024). I’m also a co-troop leader for my daughter’s Girl Scout troop. In my free time, my husband, Cody, and I enjoy spending time outdoors with family and friends.