Advisor profile


What you can expect when you work with me

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

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7, 31, 66

Education

  • BS Marketing - EJ Ourso College of Business at Louisiana State University, '03
  • MMC -Manship School of Mass Communication at Louisiana State University, '06

Interests

I am a big sports enthusiast. So, I enjoy all local sports and sporting events. I also like other outdoor activities such as fishing, exercising, swimming, and gardening. When time permits, I love traveling and seeing both new and old places. Most importantly, I enjoy spending time with family and friends.

Community participation

  • St. Francis Xavier School Men's Club
  • National Day of Service - Second Harvest Food Bank
  • Youth Boys Baseball Coach, Lakeview Playground
  • Co-Chair of St. Francis Xavier School's Summer Cabbageball
  • Youth Boys Flag Football Coach, Football 'N' America

Awards & recognition

  • The Starr Wealth Management Group, Ameriprise Client Experience Award, 2021

Previous experience

  • Financial Advisor, UBS Financial Services, Inc., 2008-2012, New Orleans, LA
  • Financial Advisor, Morgan Stanley, 2006-2008, New Orleans, LA