My Approach

What are your dreams and goals for retirement? I can help you achieve them with our exclusive Confident Retirement® approach. It all starts with a personalized conversation, where we'll discuss retirement needs - covering essentials, ensuring lifestyle, preparing for the unexpected, and leaving a legacy. By breaking retirement down into doable steps, we can help take the uncertainty out of planning for your financial future.

Take a few minutes now for a quick confidence check. Your responses can help jumpstart our conversation.

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Interests

With five kids, my outside interests revolve around attending various sporting events and concerts. Our kids play baseball, basketball, soccer and are in band. When we get time, my wife and I love to travel and enjoy fine dining. On occasion, I try to squeeze in a round of golf.

Community Participation

My family is very involved in our church and school activities and I've coached various sports teams in which my children have participated. I am a frequent invited speaker to the residency program at LSUMC in Shreveport.

Areas of Focus

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

Experience

20

Awards & Recognition

  • Ameriprise Circle of Success, 2002-current

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • CLU®  Chartered Life Underwriter
  • ChFC®  Chartered Financial Consultant
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Education

  • Louisiana State University - Shreveport, BS - Finance

My Videos

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