Advisor profile


My approach

I care about what’s important to you

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
  • Employee Stock Options
  • Investments
  • Charitable Giving
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Small Business
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Bachelor of Science- Accounting, 1995, Nicholls State University

Interests

  • Cooking for Friends and Family on Sundays
  • Fishing for Specks and Redfish
  • Golf when the ball flys straight!
  • Spending time in Biloxi, MS and Asheville, NC

Community participation

Rotary of East Ascension and Community Opportunities of East Ascension

Hope House

Beacon House Adoption

The Surge Project: A Global Church Planting Initiative

Awards & recognition

  • Ameriprise Circle of Success, 2005-2017

Professional associations

  • Board of Certified Financial Planners CFP
  • Financial Planning Association
  • Qualified Kingdom Advisor