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

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
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.




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


  • 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

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.