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As a Private Wealth Banker at BOK Financial we take a tailored holistic approach to help our clients achieve their goals and dreams. Managing a small portfolio of high net worth to ultra high net worth clients and their closely held businesses. I offer sophisticated lending and banking options customized to their needs. Residential & commercial real estate, aircraft financing, lending on marketable securities, life insurance premium financing, auto & yacht financing, and unsecured guarantor based lending. All through a defined process to help deliver a tailored approach to introduce all capabilities of the entire firm.

2021 Legends of Possible award recipient

As a Private Banker with Union Bank. I am here to provide comprehensive wealth and business planning for clients and their families. Concentrating on areas affluent clientele have more complex needs in. Such as wealth planning, investments, trust and estate services, risk management, and private banking. With my team of experts we will build a customized plan for clientele and their businesses. I am committed to providing them with the absolute best experience that I can provide. My goal is to become their personal advisor now and for years to come.

Responsible for providing financial guidance and investment to individuals regarding investment strategies. Look at someone's overall financial picture and attempt to help them improve upon it by recommending savings, stock, or other investment decisions.