I am the Chief Operating Officer at Vista Investment Partners, where I lead operations, execute strategy, and oversee financial management. With over 13 years in the financial services industry and a decade at Chesapeake Energy, my career has been a journey of growth and transformation. I've earned a UX Certification and the Series 65 securities license, equipping me to merge technology with financial oversight effectively.
In my role, I focus on establishing a foundation for growth and ensuring an enriching work environment for our team. I aim to provide clients with the assurance of a well-run company that manages their assets with a keen eye on technological advancements and digital standards.
My academic background includes a BBA and an MBA from the University of Oklahoma. I'm driven by the challenge of scalable growth and creating platforms that benefit both advisors and clients. The intersection of analytical problem-solving and making a tangible impact on people's lives is what drew me to this field.
Originally from Georgia, I grew up in Kansas City and spent much of my life in Oklahoma before settling in Oklahoma City with my wife, Jennifer, and our daughter, Maple. Beyond the office, I contribute to the deadCenter Film Festival as a Board Member, helping to shape an organization that I cherish. In my free time, I enjoy playing bass, watching films, and cheering for the Oklahoma City Thunder and OU athletics.