Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
4
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
  • Investments
  • Retirement Planning Strategies
  • Insurance
  • Tax Planning Strategies
  • Wealth Preservation Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor of Science in Mathematics and Physics, Louisiana State University of Shreveport, 2019

Awards & recognition

  • Cardinaux Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023, 2024
  • Cardinaux Wealth Advisors, Ameriprise Client Experience Award, 2022

Interests

Above all, family and friends are the most important things in my life. In my spare time, I enjoy playing golf and exercising. I am an avid sports fan for teams such as the Dallas Cowboys, the San Antonio Spurs and the Las Vegas Golden Knights. If you don't find me doing any of the above mentioned, you may find me traveling or enjoying the little things such as playing with my cats, Timmy and Freya, or attending local Shreveport events.