After graduating from the University of Central Oklahoma, (and a brief attempt at a career in musical theater and opera), I spent 12 years as a professional fundraiser working with high-net-worth individuals and families to raise more than $35 million for the Boy Scouts of America, The Y, the Regional Food Bank of Oklahoma, and Canterbury Voices. Leveraging that experience, I joined ChappelWood Financial Services, a recognized trusted leader in advising families, senior executives and business owners in the high-net-worth wealth management industry. I write, produce, and co-host a weekly radio show, "It's All About the $Money, Honey!" on iHeartMedia and am Lead Instructor for ChappelWood University, the financial education program I founded in 2016. Feel free to text me 405-348-0909 o...
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Wealth Management Advisor at ChappelWood Financial Services