People don't care how much you know until they know how much you care.
I work closely with my clients to get to know them and their financial goals and dreams. Whether they are dealing with the loss of a loved one, divorce, marriage, blended family, retirement, or starting a family, I am here to help guide them through the process.
I work with my clients to create a personalized investment strategy by understanding what each client wants to achieve and then working together over the long-term to help them stay on track.
My professional background and career spans more than 25 years and I’ve had many responsibilities in the financial services industry. This includes being a financial advisor as well as supervising, hiring, and mentoring many financial advisors over my career. My father was a banker in Oklahoma City and become a financial advisor as I grew up - serving as a very important mentor for what I am today.
My wife, Tracy and I have been married for 31 years and have five children. Three are college graduates, including one who graduated from Oklahoma University in May 2023. In our spare time we enjoy reading, travel, and watching the St. Louis Cardinals and college football.
- Licenses - Series 7 & 63 - Held with LPL Financial
- Registered Securities Principal - 24
- Municipal Securities Principal - 53
Connecting you to Secure Financial Account Access Anytime, Anywhere, on any Device
As a current user of Account View 1.0, we are excited to announce the new Account View 2.0 mobile app, desktop portal and eDelivery. These digital tools will provide you the ability to get timely and accurate information about your investment account(s) on your schedule and at your fingertips.
You can sign up for these free services to access your account and allow digital delivery of important documents and information. Some of the benefits of using these tools include:
Immediate information about your investments - right at your fingertips
Secure online access and electronic delivery of statements, which reduces deforestation and can help protect you from the possibility of mail fraud and identity theft
A simple interface that allows easy navigation through accounts, positions, transactions and statements.
Ability to contact your advisor and schedule appointments.
To migrate to the new Account View 2.0 and have access to the mobile app, please contact our office. We will be happy to get you started!
Client-Focused Wealth Management
Central Investment Advisors focuses on you and the unique set of financial circumstances you and your family face. Getting to know you and understanding your personal needs allows us to create a customized wealth management strategy aligned with your short- and long-term objectives. By building a lasting, personal relationship with you, we are able to help you anticipate needs and plan for the future.
Strategies for Your Wealth Management Needs
We help you create a personalized financial strategy based on your lifestyle goals. Using our discovery process, we work with you to build an appropriate plan that supports your objectives, and then monitor it to help you stay on track. Our services and strategies include:
- Retirement planning
- Business strategies
- Investment planning
- Small Business strategies
- Estate planning
- Education planning
- Risk management
- Tax strategies
- Gifting strategies
Neither LPL Financial, nor its registered representatives, offer tax or legal advice.