As Managing Partner | Personal CFO at ClearView Wealth Partners, I bring over 28 years of experience in wealth management, investments, retirement strategies, risk management and business succession planning. I help individuals and families manage and preserve their wealth through customized family office style solutions tailored to their unique goals and circumstances. I earned Bachelor of Science degrees in Accounting and Finance from Oklahoma State University in Stillwater in 1984.
At ClearView Wealth Partners, we focus on building lasting client relationships through personalized family office solutions, investment strategies and wealth management services. Supported by a dedicated team, we prioritize client education and service to create comprehensive plans that positively impact our clients and their families. Our clients include business owners, executives, and professional athletes. We actively support local charities, including The Giving Exchange, Beyond Differences, Crisis Support Services, and Hope Hospice. I am also a frequent speaker at financial planning conferences, professional gatherings, and charitable events.
1 To qualify for the MDT lifetime membership, a representative must achieve a certain level of premium, commission or income over the course of 10 years.