I am currently a Principal at Mariner Wealth Advisors. I have more than 30 years of experience providing customized financial and advisory services, with a particular focus on individuals and families, trusts and foundations. I lead Mariner Wealth Advisors’ offices in Tulsa and Oklahoma City, Oklahoma. I am a Certified Public Accountant, an Accredited Investment Fiduciary® designee and an Accredited Estate Planner. Previously, I was co-founder and CEO of Adams Hall Wealth Advisors. Adams Hall partnered with Mariner Wealth Advisors in 2012 and then rebranded to the Mariner Wealth Advisors'​ name in 2015. I am a founding member of the International Center for Wealth Advisory Excellence, a m