I care about what’s important to you

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.

I care about what’s important to you

Honored to be recognized in Forbes

I have some big news: Forbes named me one of their Best-in-State Wealth Advisors for 2020. The list spotlights top advisors across the U.S., and I’m so grateful to be honored as the # 17 ranked advisor in Louisiana. This accolade just confirms that our dedication, integrity and client focus have paid off. I’d like to thank my team for all their hard work, my clients for their trust and Forbes for their recognition. Thank you!

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Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Staying on track when markets are volatile

Market volatility is a natural characteristic of investment markets. Ongoing communication with your advisor can help ensure you have the personalized financial advice you need to maintain a well-diversified portfolio regardless of market conditions. (2:17)