Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investments
  • Insurance
  • Estate Planning Strategies
  • Wealth Preservation Strategies

Education

  • B.S. in Finance, University of New Orleans

Interests

  • Spending time with family and friends
  • Playing different sports
  • Playing frisbee with my dog
  • Travel