09/01/2026
A small favor:
If we've worked together or you've had a professional experience with me and feel comfortable sharing it, I'd really appreciate an honest Google review.
As I continue to grow, hearing directly from people I've interacted with helps others get a better sense of who I am and what they can expect if they decide to reach out.
You can leave one here:
https://g.page/r/CUX4GaQZG5Q1EAI/review
I really appreciate everyone who's supported me along the way.
08/29/2026
Really appreciate the Tahlequah Area Chamber of Commerce for welcoming Southpaw Financial!
This one means a bit more to me since Tahlequah has always been my home.
I grew up here, went to school here, met my wife here, and now my kids are getting to grow up here.
I started working in IT as a teenager at Quality Data Products, then went on to spend more than 20 years at Northeastern State University as both a student and employee.
Since becoming a Financial Advisor, I’ve had the opportunity to build my practice and work with individuals, families, and business owners here in Tahlequah. Getting to do that in the same community that has been such a big part of my life is pretty special.
I appreciate the Tahlequah Area Chamber of Commerce for the welcome, and I’m looking forward to being even more involved in the community.
08/25/2026
More small businesses are offering retirement plans. That creates some interesting planning opportunities for business owners.
According to new Gusto payroll data, the percentage of small businesses with an actively used retirement plan increased from 19% in 2019 to 31% in 2026.
Among businesses with fewer than 5 employees, adoption doubled from 10% to 20%.
A retirement plan is part of the financial structure of the business. For an owner, that opens up some important questions:
• Is the plan designed efficiently for both the owner and employees?
• Is the owner taking full advantage of the retirement and tax-planning opportunities available?
• Does the contribution and match structure still make sense as the business grows?
• Are employees actually using the benefit?
• How does the plan fit with the owner’s personal investments, long-term financial plan, and eventual exit from the business?
SECURE 2.0 has also created additional incentives for many small businesses to establish retirement plans, making this a good time for owners to take another look at their options.
Sometimes the opportunity is starting a plan. Sometimes it’s improving the one you already have.
If you own a small business and haven’t reviewed your retirement plan in a while, it’s worth taking another look.
08/18/2026
It's Gotta Be A CFP®
FIND YOUR CFP® PROFESSIONAL
08/13/2026
Happy International Left Handers Day to all my fellow Southpaws out there!