My Approach

You are not just another face in the crowd.

You are unique, and so are your financial goals. That’s why I take the time to understand what’s truly important to you.

I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.1

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement®approach. Working together, I can help you feel more confident, connected, and in control of your financial life.

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.
22
Years of Experience ?

Client Satisfaction 4.8 out of 5 rating based on 12 reviews 96.00

Areas of Focus

  • Investment Management
  • Cash Flow Management Strategies
  • Intergenerational Planning
  • Insurance
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Social Security Retirement Benefits
  • Business Retirement Plans
  • Tax Planning Strategies

Awards & Recognition

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

Education

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

Files for Download

My Videos(1 videos)