With 30 years of experience managing investment portfolios for individuals and organizations, I have learned that my client is best served when I work diligently to understand the client's financial and lifestyle goals, objectives and constraints. This understanding comes from asking questions, maintaining contact and inviting open communication.

By coordinating strategies with my client's tax, legal, and other trusted advisors, I seek to create and manage meaningful investment programs. I avoid a "one size fits all" approach to portfolio construction because standardized portfolios may marginalize the importance of the client's unique goals, needs and opportunities.

I earned my bachelor's degree in Finance from Oklahoma Baptist University and my master's degree in Finance from Boston University. In addition to these degrees, I hold the designation of Chartered Financial Analyst® (CFA®) and Chartered Advisor in Philanthropy® (CAP®). I have served as an adjunct professor at Oklahoma City University and Oklahoma Baptist University. I have also served as an instructor at Graduate School of Banking and Texas Bankers Association Trust School. I am involved in the community and currently serve on the Board of Trustees and Investment Committee of the Oklahoma City Community Foundation and the Board and Education Committee of Central Oklahoma Humane Society.

As a Wealth Advisor at Auric Road Wealth Management, my service to my clients begins with gaining a deep understanding of their lives, families and financial objectives. My goal is to provide an environment where my clients’ needs, wants and wishes are heard and understood. I work diligently to help my clients build and preserve their wealth as efficiently and effectively as possible and put them in a position to feel confident and on track to meet their financial goals.

My process is focused on comprehensive wealth and investment management and relies on great communication, careful planning, and deep client relationships. In addition, I am a Certified Divorce Financial Analyst® professional and have taken the time to build a unique and specialized skillset that allows me to serve those who face the complex financial issues presented by divorce. I make a conscious effort to be a reliable resource for my clients in all stages of life. In all circumstances, I coordinate with trusted legal and tax professionals when their expertise is needed.

Prior to becoming a Wealth Advisor, I served in the United States Marine Corps for six years, where I had the opportunity to see the world in places like Hawaii, Japan and Norway. My wife, Maddy, and I have been able to spread our roots in the Oklahoma City area, where we both have lived for the majority of our lives. Maddy and I welcomed our first child, a baby boy, in the summer of 2023 and are having a wonderful time experiencing the joys of parenthood. In my free time, there is nothing I enjoy more than spending time with my family and friends.

The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.

 

As a Senior Portfolio Administrator at Auric Road Wealth Management, I support our clients in all aspects of creating their own wealth of opportunities. I combine my experience in investment research, analysis and management, strategic planning and risk management with the skills of my team members to help customize investment strategies for our clients. I believe our team’s resources and experience help clients navigate the ever-changing investment environment so that they may be able to achieve their financial and lifestyle goals.

I started my career in New York City as an accountant and consultant with a top accounting firm and as an analyst for a fixed income arbitrage group at a leading brokerage firm. After moving to Oklahoma City, I spent over twenty years in corporate finance and risk management serving most recently as Chief Financial Officer of a local financial institution.

I earned a B.B.A in Accounting and Finance from University of Wisconsin and an M.B.A with a concentration in Finance and International Business from New York University. I am a licensed Certified Public Accountant (C.P.A.), but am not practicing at this time. I believe in being a lifelong learner and enjoy participating in many professional organizations including the Chartered Financial Analyst Institute, the Oklahoma Society of Certified Public Accountants, and the Oklahoma Ethics Consortium. I believe in supporting the financial profession and currently serve as a director for the Oklahoma City chapter of the Oklahoma Society of Certified Public Accountants.

I started my career in 2003 in the hospitality industry and worked my way from overnight front desk shifts to Human Resources, and everything in between. I moved to Oklahoma City in 2016, and shortly after, started working for an insurance brokerage firm where I found my passion for financial wellness.

Working in a client facing role most of my career has taught me that integrity, responsibility and great client service make up the cornerstone of a successful career. As the Office Manager, I am pleased to be a part of the Auric Road Wealth Management team of seasoned professionals. When you work with me, it is my goal for you to always feel known and well cared for. Clients are always my top priority. In the office, you will find me helping clients with paperwork, money movement and general inquiries. 

I earned my bachelor's degree in Accounting in 2009 I hold my Life and Health Insurance Producer License in Oklahoma. In my free time, I enjoy spending time with my husband, Nick and my two teens, Sam and Payton. Together we enjoy playing board games and spending time outdoors.