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

  • Investment Management
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Saving for Education
  • Intergenerational Planning
  • Social Security Retirement Benefits
  • Insurance
  • Business Retirement Plans
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Masters of Business Administration, 2002, University of Louisiana Lafayette
  • Bachelor's Degree, 1992, General Studies, LSU

Interests

  • My family comes first. My wife Lisa, son Grayson, and daughter Meredith are the three most important people in my life. They teach me daily how to be a better person in every area of my life, including my business, where I can assist clients in reaching their financial goals.
  • I am an avid supporter of LSU Athletics.
  • I enjoy playing tennis. I play doubles only due to age and pain threshold and currently hold a 4.0 ranking.

Awards & recognition

  • Ameriprise Circle of Success, 2005, 2006,2007, 2008, 2011, 2012, 2013, 2014