I help business owners, families, and professionals shape their financial futures with clarity,

creativity, and conviction.

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I began my career in financial services in 2003, managing assets for clients and designing

advanced strategies for executive benefits, estate planning, premium finance, buy-sell

agreements, and key person protection. Over time, I realized that real impact happens when

clients feel truly understood, not just managed. That insight pushed me to deepen my ability to

merge technical expertise with creative problem solving. By blending these two skill sets, I can

approach financial challenges from multiple angles and craft solutions tailored to each client’s

unique situation. The result is advice that is precise, innovative, and genuinely personal.

 

In 2019, I took on a leadership role at a boutique investment firm, overseeing offices in Tulsa

and Las Vegas while continuing to serve clients with complex private and corporate needs.

Those years reinforced what I have always believed: great financial advice should be personal,

not packaged.

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That conviction inspired me to launch Collective Wealth, LLC in July 2022, a firm built on

partnership, transparency, and forward-thinking strategy. My goal is to bring fresh ideas to an

industry that often feels outdated, helping clients simplify complexity and move confidently

toward their goals.

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Outside the office, you will find me outdoors with my wife and kids, hiking, camping, or

exploring wherever we can. I bring that same sense of adventure and curiosity into my work

because building wealth is not just about growing numbers on a page; it is about creating

freedom, options, and a life that truly fits you.

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If you are ready to take control of your financial future, let’s connect. I would love to hear your

story.