My Story

Hello there, I'm Rudy Upshaw. Together with my dedicated team at Cross Shield Financial, we extend our hands to guide folks through the maze of financial opportunities and challenges. Our mission? To bring you peace of mind, easing your financial burdens so you can concentrate on the truly important aspects of life.

With a quarter-century of experience as a financial coach and commercial banker, I've had the privilege of assisting thousands of individuals. We begin by understanding your situation without any judgment, then we arm you with knowledge and options, and finally, we infuse a sense of hope for a brighter future. Remember, your present circumstances don't dictate where you can go, only where you start.

As a certified Ramsey Solutions Preferred Coach, my team and I adhere to the principles and philosophies of Ramsey Solutions. My career in commercial banking has given me a unique insight into the financial challenges faced by individuals and businesses alike. This insider's perspective allows us to give our clients an edge, helping them navigate their current situation and put a plan in place that can change the course of their lives.

I earned my B.S.B.A Degree in Financial Management from the University of Arkansas and now call Tulsa, OK my home. I'm a proud father of three wonderful children. 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.

My faith in Jesus Christ is the cornerstone of my life, and it's this deep-rooted relationship that inspires me to help our clients realize their God-given purpose and dreams for themselves and their families.

My team and I eagerly await the opportunity to hear your story and assist you on your journey to financial success. We're here for you.


Schedule A Free Consultation!

© 2023 Cross Shield Financial. All rights reserved.