Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Investments
  • Family Finances
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Insurance
  • Retirement Planning Strategies
3
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7 - General Securities Representative Examination Credential
  • Series 66 - Uniform Combined State Law Examination Credential

Education

  • Bachelor Degree in Finance & Economics, Louisiana College, 2019

Interests

Most weekends you can find me searching for a golf ball on the course or spending time with family. Time with family usually includes cheer competitions, movies, or intense board game nights. When the board games or movies are being stalled out you can find me battling the emotions of being a Boston Redsox and LSU Tigers fan. I also enjoy travelling and trying to find any areas best hole in the wall restaurant they have to offer.