Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Intergenerational Planning
  • Saving for Education
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Insurance
  • Business Retirement Plans
  • Estate Planning Strategies
  • Sustainable and Responsible Investing
  • Small Business
  • Investments
  • Wealth Preservation Strategies
  • Family Finances
11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

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

Education

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

Interests

  • CrossFit
  • Spending time with family & friends
  • Attending my son's baseball games
  • Relaxing by the pool
  • Watching crime investigation shows

Community participation

National Day of Service

Previous experience

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