My Story

Greetings, I'm Rudy Upshaw, leading the dedicated team at Cross Shield Financial. Our mission is to provide you with peace of mind, alleviating your financial burdens so that you can focus on the most meaningful aspects of life.

With 25 years in financial coaching and commercial banking, I've steered countless individuals toward financial success. No judgment—just understanding, options, and a dash of hope for a brighter future. Because where you start doesn't determine where you'll finish.

As a certified Ramsey Solutions Preferred Coach, my team and I adhere to the principles and philosophies of Ramsey Solutions. And my background in commercial banking gives me unique insight into the financial challenges faced by individuals and businesses alike.

Proudly holding a B.S.B.A. in Financial Management from the University of Arkansas, I now call Tulsa, OK home. When I'm not passionately serving my clients and team, you might find me outdoors, running or cycling along the trails. I find great joy in serving others at church and within our community.

Driven by my faith in Jesus Christ as the cornerstone of my life, I'm here to help you discover your God-given purpose and dreams. My team and I eagerly await the opportunity to hear your story and assist you on your journey to financial success.

Let's connect and plot your course to financial success. We're here to support you every step of the way.


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