President & Financial Advisor
While I serve a variety of clients, those who typically find my services the most valuable include…
- Near or Current Retirees
- Rollovers from Employer Retirement Plans/Pensions
Regardless of their background or season of life, clients usually seek me out to delegate the stress and headache that normally comes with managing their own financial planning and investment needs.
For almost 30 years, I have helped hundreds of families struggling with financial worry and confusion to achieve a more secure and enjoyable retirement.
I joined the financial services industry in 1993 and started Seasons Financial Group, LLC in 2000.
Seasons operated as an independent financial services firm for over 20 years before merging with SageOak Financial, LLC in January 2022 and now operates as a “sister” brand/tradename of SageOak™.
As an owner, President, and Financial Advisor at SageOak™/Seasons, I ensure that all of our new and long-time clients receive the high level of service they expect in regards to their accounts, goals, and aspirations.
I’m proactive in providing solutions to addressing situations that arise both within the economy and in the lives of our clients.
I’m committed to ensuring that a client’s assets are managed in accordance with the client’s stated goals and objectives throughout the many seasons of life.
I truly believe that clients are more than just account numbers. They are real people who have put their trust in us to continually look after their financial well-being.
At SageOak™/Seasons, we value that trust and hope to be their family’s trusted financial advisor for many years to come!
I’m a fourth-generation Oklahoma native, raised in Tulsa, and proud to call Tulsa home. I have been active in the community working with a number of non-profits and in tribal affairs.
I’m a proud alumnus of Oklahoma State University. Prior to becoming an investment professional, I worked as a consultant to many of the largest oil and gas companies in the world. I traveled extensively and worked with clients in over thirty countries.
Desiring to travel less and see my kids grow, I transitioned to the financial services industry in 1993. Family is important and spending time with my kids and grandkids is paramount.
In our free time, my wife, Leca, and I enjoy running, snow skiing, and hiking with our three dogs and anyone else who is ready for an outdoor adventure!