Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Business Retirement Plans
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
38
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • CLTC® Certified Long Term Care®

Education

  • Postgraduate Studies in Finance - A.B. Freeman School of Business, 1982
  • Louisiana State University - Bachelor of Science, Industrial & Organizational Psychology 1975-1978
  • Louisiana State University - Bachelor of Science, Statistics & Computer Science 1975-1978
  • University of Virginia, Charlottesville, VA - Social Psychology 1973-1974

Interests

Lake Pontchartrain and the Gulf of Mexico are still part of our lives, as well as fine dining, wine, cooking and having great meals!

We're visiting restaurants through pickup/delivery and having great meals at home thanks to COVID. New Orleanians still tend to live to eat instead of eat to live! We do keep exercising through this pandemic and keeping off the "COVID - 10."

Bucket list and vacations have changed to "Virtual," now. We've visited places we never thought we'd go - New Zealand, Africa, India, Istanbul and along the Orient Express routes!

Football & Movies are more fun now at home in surround sound - and definitely more comfortable!

Community participation

I volunteer with The Leukemia and Lymphoma Society (LLS). LLS is very near and dear to me because a friend passed away from Leukemia two years ago. See Emma's story in the link below.

I am also a proud sponsor or the Kappa Sigma Alumni Association, St. Joseph Abbey & Seminary College, the Foundation for Financial Planning & a member of the Financial Planning Association, Wreaths Across American for our fallen soldiers, the Wounded Warrior Project and The Gleason Initiative Foundation for ALS.

Awards & recognition

  • Five Star Wealth Manager, 2013-2015