I am a Fiduciary Wealth Advisor at 10Elms, a boutique wealth management firm based in Tulsa, OK, serving clients nationwide with a personalized approach to financial planning and investment management. Before joining 10Elms, I operated a solo financial planning practice, gaining valuable insights into the financial challenges individuals face. I joined 10Elms so my clients could benefit from the synergy of a collaborative team of highly educated and experienced certified investment professionals. Together, we offer robust strategies and unwavering support to help clients achieve their financial goals.After earning my MBA in Finance, I pursued my dream of becoming a military pilot, proudly serving in the U.S. Air Force for 24 years. Following my military service, I completed the Yale School of Management’s Wealth Management Theory and Practice curriculum and earned the Certified Wealth Management Advisor® designation. During my military career, I observed a significant gap in access to financial education tailored to the unique circumstances of service members and their families. Many missed opportunities to build wealth and create meaningful legacies. This inspired me to dedicate my second career to delivering financial guidance specifically designed for military professionals currently serving in the military or second careers.To further support this mission, I publish The Wealth Wingman—a free monthly newsletter offering actionable financial insights tailored to the military community. My goal is to empower service members with the knowledge and strategies they need to make confident financial decisions and strive to secure their financial futures.If you're seeking personalized financial advice or want to learn more about how I can help you work to achieve your financial goals, feel free to connect or reach out. Together, we can create a roadmap to success.