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
40
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Intergenerational Planning
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Business Retirement Plans
  • Cash Flow Management Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Insurance
  • Investment Management
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Saving for Education
  • Social Security Retirement Benefits
  • Wealth Preservation Strategies
  • Women's Financial Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • B.S., Accounting - University of Holy Cross - New Orleans, LA
  • P.C., Accounting Fundamentals - Tulane SoPA (Tulane University) - New Orleans, LA

Awards & recognition

  • Ameriprise Circle of Success, 2022–2023
  • Ameriprise Circle of Success Diamond Ring, 2022
  • StellarPath Private Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2024

Previous experience

  • Ameriprise Financial, Private Wealth Advisor, New Orleans, LA & The Villages, FL, 2006–Present
  • American Express Financial Advisors (now Ameriprise), Financial Advisor, New Orleans, LA, 1987–2005
  • IDS Financial Services (now Ameriprise), Financial Advisor, New Orleans, LA, 1984–1986
  • McDermott International, Project Management Accountant, New Orleans, LA, 1978–1983

Community participation

  • Juvenile Diabetes Research Foundation (JDRF)
  • Dollars for Scholars Chapter of The Villages
  • The Villages Louisiana Club
  • LSU Tiger Athletic Foundation
  • Our Mother of Mercy Outreach Ministry - Wildwood, FL
  • St. Vincent de Paul Food Pantry - Wildwood, FL

Interests

  • Traveling
  • Gardening
  • Decorating
  • Spending time with family and friends
  • Visiting the children during holidays
  • Cooking
  • Eating crawfish
  • Wine
  • Watching feel good movies on The Hallmark Channel
  • The Villages, FL
  • RVing

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.