My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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26
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

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

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