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

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Investments
  • Intergenerational Planning
  • Insurance
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®

Education

  • Bachelor of Science in Accounting, University of Louisiana, Lafayette, LA, 1978

Interests

  • Swimming
  • Fitness training
  • Reading
  • College and Professional football fan
  • Spending time with my wife Yolande, two sons, Jay and Ian, and my dogs

Community participation

  • Member of NOLA Hope - Foster & Adoptive Parents Association
  • Church Council Member - Lake Vista United Methodist Church
  • Church Council Treasurer - Lake Vista United Methodist Church

Awards & recognition

  • Ameriprise Circle of Success, 2003-2012