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
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Investments
  • Retirement Planning Strategies
  • Insurance
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Saving for Education
  • Tax Planning Strategies

Education

  • B.S., Finance - University of New Orleans - New Orleans, LA

Awards & recognition

  • Five Star Wealth Manager, 2013

Previous experience

  • Ameriprise Financial, Financial Advisor, New Orleans, LA, 2010–Present
  • Merrill Lynch, Private Wealth Planner, New Orleans, LA, 1999–2009

Community participation

  • Hogs for the Cause — A nonprofit organization empowering local communities to raise money for outreach services to families of children with pediatric brain cancer. Notably, Hogs puts on an acclaimed festival every spring as a celebration of the year-round fundraising being done on behalf of the nonprofit. Held in New Orleans, the event has become one of the largest barbecue and music festivals in the country, with over 30,000 fans attending and eating their way across 90 competing barbecue teams.
  • Piggy Stardust BBQ Team — Member since 2010

Interests

  • Fishing
  • New Orleans Saints

My photos

1 albums
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