Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Tax Planning Strategies
  • Saving for Education
  • Wealth Preservation Strategies
  • Estate Planning Strategies

Education

  • Bachelor of Science Degree in Accounting from Southeastern Louisiana University

Professional associations

  • Ponchatoula Chamber of Commerce
  • Southeastern Alumni Association
  • Hammond Chamber of Commerce

Community participation

  • Volunteer for Ponchatoula education
  • Southeastern Alumni Association

Interests

Spending time with family

Fishing

Camping

Jeep trail riding

Animal rescue

Gardening

BBQing