Advisor profile


My approach

When it comes to managing your finances, you want a financial planning strategy that aligns with your values and beliefs. That’s why it’s so important to work with a financial advisor who shares your world view. I can provide financial planning and advice to help you make the right financial decisions for your loved ones, your future while aligning with your personal values and goals.

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Charitable Giving
  • Estate Planning Strategies
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CLU® Chartered Life Underwriter®
  • ChFC® Chartered Financial Consultant®
  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠
  • CAP® Chartered Advisor in Philanthropy

Education

  • Bachelor of Applied Science (BASc), Industrial & Organizational Psychology - Tulane University

Interests

-Family

-Church

-Fishing

-Motorcycles

Community participation

  • Kingdom Advisors
  • Next Generation
  • Volunteers of America
  • Trinity Community Center
  • New Orleans Mission
  • Southlake Villages Civic Association

Awards & recognition

  • Barron’s Top 100 Independent Financial Advisors, 2017-2019
  • Barron’s Top 1,200 Financial Advisors, 2015-2020
  • Ameriprise Circle of Success, (1997-2018)
  • Ameriprise Chairman's Advisory Council, 1997-2015
  • Financial Times 400 Top Financial Advisers, 2016-2017, 2019-2020
  • Forbes Best-in-State Wealth Advisors, 2018-2020
  • Barron's Top 1,200 Financial Advisors State by State #1 in LA, 2016