My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Investments
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Family Finances
  • Business Retirement Plans
  • Consulting on potential benefits and risks of IRA rollovers

Education

  • Bachelor's, Finance, University of Louisiana at Lafeyette, Lafayette, Louisiana

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Interests

Outside of my work as a financial advisor, I enjoy traveling and experiencing new places, watching the New Orleans Saints, and collecting precious metals. These interests reflect my appreciation for discipline, long‑term value, and perspective—whether it’s planning ahead for a journey, supporting a team through every season, or understanding the role tangible assets can play over time.

My photos

1 albums
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