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
42
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Insurance
  • Retirement Income Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • BS, University of Houston, 1975
  • College of Financial Planning, 2002

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2021

Previous experience

  • Morgan Stanley Smith Barney, 1994-2011

I’m here to support you during the COVID-19 outbreak

I remain open for business and am here to help you navigate the volatile markets. I am happy to talk through any concerns or questions you may have, through whatever means are most comfortable for you.

Community participation

St. Clement of Rome - Volunteer

Interests

I enjoy spending time with my family. My wife, Jill, is a CPA and works very hard and long hours. Whenever we have an opportunity, Jill and I love spending time with our new granddaughter, Charlotte. We also appreciate live music and attend local festivals together. I enjoy cooking (and eating) good food. I have been a runner for over 35 years (not too fast or too far). I walk my dog twice a day through our neighborhood and up along Lake Pontchartrain. We both enjoy that very much. And, I love meeting with clients. I'm a seasoned Eagle Scout, and I've done my best to help someone every single day for a long time.