Advisor profile


My approach

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. 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.

Feel confident about your financial future.

Areas of focus

  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Investments
  • Insurance
  • Retirement Income Strategies
  • Charitable Giving
  • Domestic Partner Planning
18
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

  • Bachelor of Science in Engineerng, Tulane University, New Orleans, LA - 2000

Interests

Cooking, volunteering, skiing.

Community participation

Awards & recognition

  • Ameriprise Client Experience Award, 2020
  • Five Star Wealth Manager, 2014-2015, 2017-2020

Honored to receive industry recognition

I’m pleased to announce I’ve received a 2020 Five Star Wealth Manager award! This award recognizes wealth management professionals who provide excellent service to their clients. I’m grateful for this recognition and even more grateful for the colleagues and clients who made this possible. Thank you all!