Your path, clearly marked.
At every trailhead, a guidepost shows you the way — pointing through uncertainty toward your destination. That's what we do for your financial life. We stand at the intersection of where you are and where you're going, and we make the path clear.
A guidepost doesn't walk the trail for you — it orients you, shows you where you are, and points clearly toward where you need to go. That's the relationship we believe every client deserves.
Too often, financial advice is reactive, product-driven, or buried in complexity. We believe clarity is the foundation of every sound financial decision. When you understand your path, you walk it with confidence.
We serve clients at meaningful inflection points — retirement, wealth transfer, business transitions, life changes — when the stakes are high and the trail markers matter most. Our work is to stand at that trailhead with you and light the way forward.
We translate sophisticated strategies into language that makes sense, so every decision is yours — made with confidence, not confusion.
Your goals, your timeline, your values — these drive everything we do. We build plans around people, not products.
We strive to anticipate what's ahead on your trail — tax shifts, life changes, market turns — and adjust your map before you need to.
Every path has different challenges. We bring deep expertise across the disciplines that matter most at each stage of your financial journey.
Comprehensive plans that integrate every dimension of your financial life — income, assets, taxes, estate, and legacy — into one cohesive strategy.
Forward-looking tax analysis — not just filing. We work alongside your CPA to implement proactive strategies that seek to reduce your lifetime tax burden.
Disciplined, research-driven investment management aligned with your risk tolerance, time horizon, and the broader arc of your financial plan.
Strategic sequencing of retirement income across accounts — 401(k), IRA, Roth, taxable — that aim to minimize taxes and maximize what you keep.
Thoughtful guidance on preserving and transferring wealth — coordinating with estate attorneys to ensure your legacy reflects your wishes.
A centralized, encrypted vault for your most important documents — financial statements, estate docs, insurance — accessible anywhere, always secure.
Founder & Financial Advisor · Guidepost Wealth Management · Stillwater, OK
```Throughout my life, helping others has been an integral part of who I am. I chose a career in financial services because I believe I can make a difference in the lives of families in my community. At Guidepost Wealth Management, we strive to make sure our clients feel heard, and that we understand their unique story. We also work to help clients understand the financial industry in simple terms they can relate to.
I was born and raised in Duncan, OK, and learned from a young age the importance of hard work and to leave things better than how you found them. I graduated from Oklahoma State University in 2015 with a degree in finance as well as a degree in management. Upon graduation, I moved to Houston to work for Phillips 66 for three years. While in Texas, I met my wife, Candace, while serving at church. We then moved back to Oklahoma to work for StateFarm and eventually transitioned to Edward Jones where I worked for two years as a branch office administrator being mentored by a 30-year financial advisor and then as a financial advisor in Stillwater for five years. During that time, I learned the foundations of the business and the daily tasks required to provide clients with exceptional service.
Candace and I love spending time with our daughters, Georgia, Maizy and Bella, as well as traveling with the main goal of trying exciting foods. We are very active in our church and the community of Stillwater. We have found that serving others and spending genuine time with friends and family is what gives us life and that translates directly into my role at Guidepost. I aspire, daily, to serve clients and their loved ones and help them identify and accomplish their financial goals. Throughout life's biggest moments, I'm here for you every step of the way.
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Current clients can securely access your portal to review your plan, upload documents to your vault, check your investment accounts, and connect with our team — all from one protected hub.