Advisor profile

RidgePoint Financial Partners™ Mission Statement

RidgePoint Financial Partners™ strives to help our clients and their families turn dreams into reality through an ongoing financial advice relationship and goal-based asset management. We provide a high quality, caring experience based on our integrity, collective wisdom, and commitment to service. We plan for the future, while balancing the needs of today. Our goal is to encourage financial health, happiness and confidence at all stages of life by taking a comprehensive approach to make sound decisions.

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

Areas of focus

  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Investments
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Sustainable and Responsible Investing
  • Insurance
  • Charitable Giving


  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™


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

Awards & recognition

  • RidgePoint Financial Partners, Forbes Best-in-State Wealth Management Teams, 2023
  • RidgePoint Financial Partners, Ameriprise Client Experience Award, 2020-2023
  • Five Star Wealth Manager, 2014-2015, 2017-2023


Cooking, volunteering, skiing.