I am passionate about building and nurturing long-lasting family relationships. I have the privilege of working closely with families to design and create their family constitutions, an essential aspect of their long-term prosperity.
What truly drives me is the opportunity to educate and plan for future generations. I find great joy in connecting with new clients and deepening relationships with those I've had the pleasure of working with for years. Exploring a family's history and uncovering the experiences that have shaped them into the remarkable individuals they are today is incredibly fascinating. Understanding the challenges they've overcome and how those experiences have shaped their character is invaluable in guiding their Legacy plans.
Before embarking on this fulfilling journey, I spent over 25 years in the corporate world, holding executive management positions where I oversaw businesses valued at $100 million. Leading teams of over 300 employees taught me valuable lessons in effective leadership and strategic decision-making. Seeking a fresh challenge that would allow me to make a positive impact in my community, leverage my past experiences, and join my family's business, I embraced my current role.
On a personal note, I am happily married to Mark, and we have three wonderful children: Addison, Barrett, and Olivia. All three of them are currently pursuing their education at Oklahoma State University, the proud home of the Cowboys. Being part of a team-oriented firm has granted me the flexibility to actively participate in my children's events and special occasions, striking a nice balance between my personal and professional commitments.