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
39
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Domestic Partner Planning
  • Family Finances
  • Retirement Planning Strategies

Qualifications

  • Series 3, Series 7, Series 63, Series 65
  • Life, Accident & Health, Variable Life & Variable Products License

Previous experience

  • Financial Advisor, Citigroup Global Markets, Inc., New Orleans, LA, 02/2006 - 04/2009
  • Financial Advisor, Legg Mason Wood Walker, Inc., New Orleans, 01/1994 - 02/2006

Community participation

  • National Day of Service

Interests

  • We enjoy sailing in the Gulf of Mexico
  • We enjoy working with our 16 year old son's sailing program
  • We enjoy his scouting accomplishments