Advisor profile


My approach

As a financial advisor, I want you to have more peace of mind and confidence in your financial future. I believe you need clarity in understanding and guidance to take care of your financial responsibilities and goals. The road blocks most people run into is that you are not sure where or with whom to get started.

I have helped people just like you gain more clarity, understanding and confidence in their finances.

Here’s how to get started:

  • Connect - You can schedule an appointment with me via the phone, email or by clicking “Request Consultation” above.
  • Collaborate - My team takes a holistic look at your financial situation and determine some custom approaches to propose for next steps.
  • Take Action - Once we determined the right approach for you, we will develop a plan to help you achieve those goals.
  • Build Trust - It is a core value for me to always be transparent with my clients and for you to understand how I am compensated.

Now that you understand a little more about my approach, let’s meet and get started planning for your future.

10
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Business Retirement Plans
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Small Business
  • Estate Planning Strategies
  • Investments
  • Retirement Plan Distribution
  • Intergenerational Planning
  • Social Security Retirement Benefits
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • Series 7 - General Securities Representative Examination
  • Series 63 – Uniform Securities Agent State Law Examination
  • Series 65 – Uniform Investment Advisor Law Examination

Education

  • Master of Science - MS, Family Financial Planning and Counseling, The University of Alabama
  • Bachelor of Science, Business Administration, Nicholls State Univeristy, Thibodaux, Louisiana

Community participation

  • Parishioner of St. Jude the Apostle Catholic Church
  • St. Jude Men's Club Member

Interests

  • New Orleans Saints Football, fan since I was little
  • Nicholls State Baseball (Pitched for them 2010-2012)
  • Working Out
  • Reading (Love Malcolm Gladwell's work)
  • Finally, I love spending time with my family especially at Orange Beach, AL