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.

Get started
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Cash Flow Management Strategies
  • Financial planning for small business
  • Insurance
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Intergenerational Planning
  • Social Security Retirement Benefits

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • APMA™ Accredited Portfolio Management Advisor™
  • FINRA SIE License - Securities Industry Essentials
  • FINRA Series 7 License - General Securities Representative
  • FINRA Series 63 License - Uniform Securities Agent State Law
  • FINRA Series 65 License - Uniform Investment Adviser Law
  • Life, Accident & Health Insurance License

Education

  • B.S., Behavioral Sciences - University of Louisiana Lafayette

Awards & recognition

  • Gratium Wealth Planning, Ameriprise Client Experience Award, 2020-2023
  • Gratium Wealth Planning, Forbes Best-in-State Wealth Management Teams, 2025

Interests

My family and I enjoy traveling the US and visiting the National Parks, seeing new sights, and meeting new people. I enjoy weightlifting and use it to stay in good health and it's great as a stress reliever. My son is involved in martial arts and my daughter is in gymnastics.