SageOak Financial, LLC

While I serve a variety of clients, the people who typically find my services the most valuable are Faith-based Individuals and Families. Before they come to SageOak®, many of my Christian clients struggle to get their finances, investments, and overall stewardship aligned with biblical principles. They tend to experience confusion, stress, shame, unfulfillment, and a genuine lack of true financial peace. At SageOak, I provide biblical financial life planning that is clear, understandable, and effective. This helps Christians align their finances to biblical principles. And when they do, they make wiser decisions that lead to greater contentment, fulfillment, and ultimately, have an eternal impact on their family, church, community, and God’s Kingdom. As a CERTIFIED FINANCIAL PLANNER™ professional, I help bring order to your investments, retirement, taxes, insurance, estate plan, and cash flow so you will have fewer worries about your overall financial plan. As a Certified Kingdom Advisor®, I serve you with biblical financial advice on how to best meet the goals God has given you in being a steward of the finances entrusted to you. This can give you assurance that your plan is in line with your faith and values.

At SageOak®, I help clients reduce stress and free up time to focus on the things that matter most to them, such as faith, family, and friends. While I serve a variety of clients, the folks who typically find my services the most valuable are working/medical professionals, business owners, near/current retirees, and faith-based individuals/organizations. For many of my clients, faith is an important part of their lives, but regardless of their faith background or season of life, clients usually seek me out to delegate the stress and headache that normally come with managing their own financial planning and investment needs. I started SageOak in 2013 and serve clients in person and virtually across the country. As Managing Director, I help develop and integrate our firm’s long-term vision and strategic plan, as well as provide ongoing financial planning, investment management, and wealth management services to our clients. On a more personal note, I grew up in a small town in northeastern Indiana. Before entering the financial services industry, I worked briefly in intercollegiate athletics as a college golf and basketball coach at a small Christian college in Kansas. I currently live in the Tulsa, OK area with my wife, who works part-time as a Physician Assistant. We’ve lost two children in miscarriages over the years, but God has also blessed our family with a rambunctious boy, four sweet girls, and an energetic Cavapoo named Hoosier! In our community, I currently serve on the board of directors for Classically Formed Inc., which operates Tulsa Classical Academy, Oklahoma's first public tuition-free classical charter school. I previously served on the board of directors for Happy Hands Education Center, a local Christian school for children from birth to age 6 who are deaf, hard of hearing, or have other communication disorders. I have also volunteered with various other local ministries and non-profits over the years, and my family and I are very active in our local church, Grace & Peace (PCA), where I serve as an ordained elder. For fun, I enjoy playing an occasional round of golf, staying physically active, reading good books, traveling to new places, and enjoying the craziness of raising five kids and a dog! If taking care of your family, reaching your goals, and being a good steward of your money is important to you, use the "Contact" button on this page or visit our website to start the complimentary discovery process today!