Born and raised in Tulsa, OK, I’ve built my life around faith, family, and a deep commitment to service. After two decades in the military, I transitioned into holistic financial planning to help individuals and families protect what matters most and build lasting security for the future. Together with my wife, Teryn, and our daughter, Tenley, I remain grounded in my values while leading Sooner Retirement—a firm focused on comprehensive retirement planning that integrates income security, tax strategies, growth, and legacy preservation.


At Sooner Retirement, we go beyond the traditional approach. Our strategies incorporate Dimensional Funds rooted in Nobel Prize-winning research, secure annuity options for predictable income, and a deep understanding of holistic financial planning. I also serve as a Team Based Model Consultant, collaborating with CPAs to deliver greater value, reduce risk, and help them become proactive advisors in an increasingly complex financial environment. Whether you’re a retiree seeking peace of mind or a CPA aiming to expand your services, we’re here to guide you every step of the way.

Former stockbroker.
Former insurance manager.
Former sales trainer.

After years of winning trophies and trips, I decided to STOP SELLING.

Disillusioned with our transaction-based, high-commission and inherently conflicted financial industry, I became an independent investment advisor, full-fledged financial fiduciary and holistic financial planner.

I advise. I teach. I invest using Nobel Prize-winning academic research.

And I help create that moment of relief when investing/insurance/estate planning/charitable giving/trust & will creation/tax management/Medicare/Social Security/long-term care/wealth transfer/omg becomes... simple.

I'd love to answer any questions or point you in the right direction (and away from the sales people).