Oliver is a vice president and financial advisor based out of Oklahoma City, OK.
CAPTRUST welcomed Oliver in 2021. He provides comprehensive financial services through personal tax, investments, retirement, and insurance planning. Oliver is passionate about helping clients, both individuals and institutions. He joined us from Covenant Multifamily Offices—a multidisciplinary financial advisory firm—where he was a wealth advisor.
Oliver was raised in Nottingham, England, and graduated from Sheffield University, earning a dual honors degree in business accounting and financial management. In England, Oliver compiled an extensive background in the financial services field as a business advisor, savings and investment manager, financial planning manager, and most recently, a senior financial advisor working for the Royal Bank of Scotland Group, and HSBC.
Service is a big part of Oliver’s life. He has been active in Salvation Army programs and has traveled to Africa to perform volunteer work. Oliver enjoys playing badminton, soccer, chess, and percussion, and practicing martial arts. He enjoys spending time with his wife, Emily, and their three children, Alison, Lily, and Gregor.
- Dual honors degree in business accounting and financial management from Sheffield University
- CERTIFIED FINANCIAL PLANNER™
- Chartered Financial Consultant®
- Chartered Life Underwriter (CLU®)
- Certified Divorce Financial Analyst®