Experience

Financial Advisor Network, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Investment Advisor Representative with Financial Advisor Network

  • Jul 2021 - Present

  Although my retirement plan business is predominated by individuals and small-to-mid-sized businesses I’m committed to providing people with disabilities, as well as their families and caregivers, financial planning and retirement planning guidance, guidance that reflects the unique challenges they face.The journey of creating a lifetime of continuous care for your loved one may seem daunting at first, but getting started is less overwhelming when you’re organized. Please connect with me on LinkedIn and request a copy of our “Special Needs Planning Checklist”.My small-to-mid-sized businesses benefit from my relationship with RPAG. Working exclusively with the retirement monitoring tools provided by RPAG allows me to provide my plan sponsors a Scorecard System™. The Scorecard System™ provides my retirement plan sponsors a proven process to research and evaluate fund managers and investment strategies through an easy-to-understand, 10-point scoring system. The system also allows me to monitor your plan investment options against your Investment Policy Statement giving us the opportunity help enhance your investment line up and improve the probability of a successful outcome for your plan participants.I can leverage our Practice Management Portal™ to seamlessly connect with your systems to provide you:• Integrated benchmarking and RFP reports that enable you to evaluate your plans, fees, services and investments• Construct effective plan design while displaying long-term costs• ERISA compliance benchmarking• Proprietary online portal housing meeting summaries, compliance documents, newsletters and much more• Aligns your target-date fund selection process with recent Department of Labor guidelines• A best-practices compensation system• Fiduciary Risk ManagementFocuses: Business Retirement Plans, Owner, Executive & Employee Benefits Analysis, Personalized Wealth Management Strategies, Personal Retirement Plans, Retirement Income Strategies



Advanced Benefit Systems, Inc.

• United States

• President

  • Jan 1994 - Present

  Insure individuals and businesses from 2 employees to greater than 500 in multiple states with their employee benefits and liability insurance.Office also located in Tulsa at 91st and Yale. Insure individuals and businesses from 2 employees to greater than 500 in multiple states with their employee benefits and liability insurance.Office also located in Tulsa at 91st and Yale.



Oklahoma Crime Stoppers, Inc.

• United States
• Technology, Information and Internet

• Chairman

  • Jan 2017 - Present

  Crime Stoppers encourages members of the community to assist local law enforcement agencies in the fight against crime by overcoming the two key elements that inhibit community involvement: fear and apathy.Crime Stoppers provides a telephone number and Web Tips to encourage citizens in the community to volunteer vital information helpful to law enforcement agencies to fight against crime.To promote Crime Stoppers throughout the State of Oklahoma Crime Stoppers encourages members of the community to assist local law enforcement agencies in the fight against crime by overcoming the two key elements that inhibit community involvement: fear and apathy.Crime Stoppers provides a telephone number and Web Tips to encourage citizens in the community to volunteer vital information helpful to law enforcement agencies to fight against crime.To promote Crime Stoppers throughout the State of Oklahoma



Crime Stoppers Global Solutions, Inc.

• Chairman

  • Nov 2016 - Present

  Crime Stoppers Global Solutions,Inc. (CSGS) mission is to disrupt criminal activity in globally and to bring offenders to justice by working in partnership with communities, law enforcement and the media to support, enhance and expand Crime Stoppers programs globally. The CSGS is committed to crime prevention and reduction. In particular, the elimination of human, weapons and drug trafficking, together with the threat of terrorism, and illicit trade, all of which have a negative impact on society, both local and globally.



Voya Financial

• United States
• Financial Services
• 700 & Above Employee

• Investment Advisor Representative with Voya Financial Advisors

  • May 1997 - Jul 2021

  Although my retirement plan business is predominated by individuals and small-to-mid-sized businesses I’m committed to providing people with disabilities, as well as their families and caregivers, financial planning and retirement planning guidance, guidance that reflects the unique challenges they face.The journey of creating a lifetime of continuous care for your loved one may seem daunting at first, but getting started is less overwhelming when you’re organized. Please connect with me on LinkedIn and request a copy of our “Special Needs Planning Checklist”.My small-to-mid-sized businesses benefit from my relationship with RPAG. Working exclusively with the retirement monitoring tools provided by RPAG allows me to provide my plan sponsors a Scorecard System™. The Scorecard System™ provides my retirement plan sponsors a proven process to research and evaluate fund managers and investment strategies through an easy-to-understand, 10-point scoring system. The system also allows me to monitor your plan investment options against your Investment Policy Statement giving us the opportunity help enhance your investment line up and improve the probability of a successful outcome for your plan participants.I can leverage our Practice Management Portal™ to seamlessly connect with your systems to provide you:• Integrated benchmarking and RFP reports that enable you to evaluate your plans, fees, services and investments• Construct effective plan design while displaying long-term costs• ERISA compliance benchmarking• Proprietary online portal housing meeting summaries, compliance documents, newsletters and much more• Aligns your target-date fund selection process with recent Department of Labor guidelines• A best-practices compensation system• Fiduciary Risk ManagementFocuses: Business Retirement Plans, Owner, Executive & Employee Benefits Analysis, Personalized Wealth Management Strategies, Personal Retirement Plans, Retirement Income Strategies



Crime Stoppers of the United States of America, Inc.

• United States
• Individual and Family Services
• 1 - 100 Employee

• Past Chairman

  • Oct 2012 - Sep 2016

  Past Chairman for national Not-For-Profit Organization 501c3 consisting of programs across the United States and its TerritoriesOctober 23, 2015 - Awarded 9/11 Police & Public Safety Commendation Medal(An authority, an operation or project that exemplifies extraordinary performance andoutcomes in fighting terrorism and serious crime are presented the 9/11 Police &Public Safety Commendation Award – & – The leader who has provideddistinguished leadership is awarded the 9/11 Police & Public Safety CommendationMedal.)



Various

• Financial Services
• 1 - 100 Employee

• Disclosures

  • 1997 - 1997

  Investment adviser representative and registered representative of, and securities and investment advisory services offered through Voya Financial Advisors Inc. (Member SIPQFinancial Advisor Network, LLC is not a subsidiary of nor controlled by Voya Financial Advisors, Inc.Advanced Benefit Systems is not a subsidiary of nor controlled by Voya Financial Advisors.Oklahoma Crime Stoppers is not a subsidiary of nor controlled by Voya Financial Advisors. Investment adviser representative and registered representative of, and securities and investment advisory services offered through Voya Financial Advisors Inc. (Member SIPQFinancial Advisor Network, LLC is not a subsidiary of nor controlled by Voya Financial Advisors, Inc.Advanced Benefit Systems is not a subsidiary of nor controlled by Voya Financial Advisors.Oklahoma Crime Stoppers is not a subsidiary of nor controlled by Voya Financial Advisors.



Phillips Petroleum Company

• 1 - 100 Employee

• Marketing Representative

  • Jul 1986 - May 1992

  Wholesale Representative for bulk productsCompany representative in all marketing matters in territoryBulk petroleum sales Wholesale Representative for bulk productsCompany representative in all marketing matters in territoryBulk petroleum sales