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
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Insurance
  • Business Retirement Plans
  • Estate Planning Strategies
  • Investments

Qualifications

  • Series 7
  • Notary Public
  • Insurance License-Life, Health & Accident
  • Series 66

Education

  • Associate Degree, Business Administration & Management, LSU at Alexandria, LA 2001

Awards & recognition

  • UDB Financial, Ameriprise Client Experience Award, 2021-2023

Previous experience

  • Account Executive, UDB Financial, Alexandria, LA 2003-2019, 16 years

Community participation

National Day of Service

Interests

  • CrossFit
  • Spending time with family & friends
  • Relaxing by the pool
  • Watching crime investigation shows