Advisor profile


Helping you with your retirement questions

In an everchanging economic environment it is important to trust someone with answering your retirement questions. You may be asking,

At what age should I file for Social Security?

How can a 401k In-Service Distribution help my portfolio?

How can I execute a Roth conversion strategy?

How can I properly plan for the surviving spouse ?

How can I take advantage of higher interest rates in my portfolio?

How can inflation affect my expenses and portfolio returns over time?

What is a healthy retirement portfolio distribution rate?

If you are looking for help with the answers, contact me.

Our team specializes in creating a unique retirement timeline for you, assessing your cash flow in retirement, and striving to assure your assets outlive your surviving spouse.

27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Investment Management

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • University of Louisiana at Lafayette, Master of Business Administration, 2002
  • Louisiana State University, Bachelor of General Studies, 1992

Awards & recognition

  • Roy Planning Resources, Ameriprise Client Experience Award, 2020, 2022, 2023
  • Ameriprise Circle of Success, 2005-2008, 2011-2014, and 2018-2020.

Interests

My wife Lisa, son Grayson, and daughter Meredith are the three most important people in my life and teach me daily how to be a better person in every way. Their constant love and support motivate me to assist clients in reaching their financial goals. Aside from family and work, I am an avid supporter of LSU Athletics and enjoy playing tennis. Go Tigers!

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.