Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Intergenerational Planning
  • Investments
  • Insurance
  • Charitable Giving
38
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

Education

  • BS, Accounting, University of New Orleans, New Orleans, LA

Interests

  • Spending time with my family traveling
  • Playing and watching tennis
  • Biking along the lake levee

Community participation

I host a weekly by-line column in the money section of the Times Picayune, and have been doing so since 1998. I currently participate on multiple boards for the Financial Planning Association and the East Jefferson General Hospital Foundations board.

  • 2012 President - FPA Chapter of Greater New Orleans
  • 2013 Immediate Past President- FPA Chapter of Greater NO
  • Board Member - FPA Chapter of Greater New Orleans
  • Treasurer- EJGH Foundations Investment Committee
  • Member - EJGH Foundations Board

Awards & recognition

  • Ameriprise Circle of Success, 2008-2014

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.