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
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Retirement Plan Distribution

Education

  • BA in Business Management, LSUS, 1981-1986

Awards & recognition

  • Laveer Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023

Community participation

  • Member of Local Chamber of Commerce
  • Volunteer For Northwest Louisiana Food Bank
  • Heart of Hope Golf Classic
  • Susan G. Komen
  • Salvation Army
  • Shriner's

Interests

  • Reading
  • Camping
  • Boating
  • Nascar