Advisor profile


My approach

Do you ever wonder how you will generate income in retirement? My practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement® approach, my goal is to help clients build and protect their income during their working years, and develop a distribution plan for retirement. Together we build confidence — for today and for tomorrow, so they can live the retirement they’ve earned and deserve.

Areas of focus

  • Social Security Retirement Benefits
  • Retirement Plan Distribution
  • Employee Stock Options
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Investment Management
  • Tax Planning Strategies
  • Financial Strategies for LGBTQ Couples and Families
29
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
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • BA, German, Loyola University, New Orleans, LA

Interests

  • Traveling with my wife exploring new and exciting places
  • Devoted foodie, my wife and I love finding great places to eat and drink with our friends
  • Escaping the world with a good a book
  • Avid New Orleans Saints football fan