My Approach

Are you looking for ways to reach your financial goals in today’s volatile market? Whether you’re saving for retirement, college for your kids, home improvement, travel, or other needs and dreams, you may be unsure about what to do next or whether you can do anything at all. That’s where I can help. I’ll take the time to listen and understand your goals, and help you build a plan to get back on track toward reaching them. Working together, we will work to find investing opportunities in today’s uncertain market that are aligned with your financial goals. That’s why now, more than ever, you need a plan.

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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
  • Retirement Income Strategies
  • Investments
  • Tax Planning Strategies

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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