Advisor profile


My approach

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Intergenerational Planning
  • Investments
  • Insurance
  • Charitable Giving
36
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