Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
5
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Cash Flow Management Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Insurance
  • Saving for Education

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • BFA™ Behavioral Financial Advisor

Education

  • Bachelors of Business Administration in Finance, The University of Louisiana at Monroe, Monroe, LA

Awards & recognition

  • Argent Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Argent Wealth Management, Ameriprise Client Experience Award, 2020-2023

Community participation

St. Genevieve Knights of Columbus #13397 Chili Cookoff/ Corn-Hole Tournament
St. Genevieve Knights of Columbus #13397 Chili Cookoff/ Corn-Hole Tournament

1st Lieutenant / Volunteer - Thibodaux Volunteer Fire Department: May 2022 - Present

Volunteer - Kappa Sigma Fraternity: August 2014 - December 2018 - Veteran Support via Military Heroes Campaign

Volunteer - American Red Cross: April 2016 - December 2018 - Social Services - Northeast Louisiana M.A.S.H. Bash

Ducks Unlimited Member

Interests

  • New Orleans Saints
  • University of Louisiana at Monroe
  • Duck Hunting