Learner | Harmony | Restorative | Achiever | Belief
Before I found my way to Legacy, I worked at a local CPA firm as a tax preparer and manager. I have worked in various fields of finance and service, which have come to a culmination here at Legacy. I enjoy that I can now appropriately work on the many areas of financial planning with each and every client. I am originally from the East Coast, where I grew up in the suburbs around Washington, DC. I found my way to Tulsa when I attended Oral Roberts University for my undergraduate degree in Business Marketing. My wife, Andrea, grew up in Syracuse, New York. We met at ORU through short-term missions and local outreach, which is very close to our hearts. We worked coordinating trips for students across the globe and currently love to travel and explore new cultures as often as possible. We now have two young sons, Liam and Lorenzo, that keep us on our toes with their spirited and energetic never-ending playfulness.
I am a lifelong learner and perhaps a lifelong student. I am currently studying to obtain the Certified Financial Planner designation. I love to read; some of my favorite authors are CS Lewis, JRR Tolkien, and Gene Edwards. Our sons love to color, wrestle, and pretend to be bears, climbing over anything that will hold their weight. We often find ourselves playing outside, digging in the dirt for bugs, and playing tag.
I love to help clients connect their long-term visions to the short-term disciplines required to reach sometimes seemingly unreachable goals. Financial planning is an industry riddled with buzzwords and confusion. I work to make it clear to clients the simple steps needed to create a plan and stick to it, using an individually tailored, holistic approach that encompasses all aspects of financial life. There are two quotes I love on this subject: “You don’t rise to the occasion, you sink to the level of your training” – Anonymous Navy Seal. “Plan for what is difficult while it is easy. Do what is great while it is small.” – Sun Tzu. I am honored to serve the clients of Legacy and add value through application of these principles to their lives and financial goals.