Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

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

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Estate Planning Strategies
  • Retirement Plan Distribution


  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7 - General Securities Representative Examination
  • Series 24 - General Securities Principal Examination
  • Series 66 - Uniform Combined State Law Examination


  • Bachelor of Science in Finance, University of Houston - Clear Lake, Houston, TX

Awards & recognition

  • The Gazzier Group, Forbes Best-in-State Wealth Management Teams, 2024
  • Forbes Best-in-State Wealth Advisors, 2024
  • Ameriprise Chairman's Advisory Council, 2023-2024
  • Ameriprise Circle of Success, 2019-2023
  • Ameriprise Client Experience Award, 2020-2021
  • Ameriprise Ultimate Digital Excellence Award, 2021-2023

Previous experience

  • Merrill Lynch Financial Advisor, 1999-2018

Honored to be recognized in Forbes

I’m excited to share that Gazzier Group has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.

Community participation

  • Church
  • 1000 Hills Ministry
  • New Orleans Mission


  • I love to Travel
  • Spending time with my wife and our Six Kids, Max, Blake, Johnathon, McKenna, Zachary & Jax
  • Boating
  • Reading
  • Charitable Giving