Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Cash Flow Management Strategies
  • Intergenerational Planning
  • Retirement Planning Strategies
  • Investment Management
  • Saving for Education
  • Social Security Retirement Benefits
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Investments
  • Business Retirement Plans
  • Tax Planning Strategies
  • Family Finances
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
17
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

  • Bachelor's Degree in Business Administration, Northwestern State University, Natchitoches, LA 1987

Interests

I enjoy spending time with my family, traveling & biking.

Community participation

National Day of Service

  • Greater Vernon Chamber of Commerce
  • Leesville Lions Club
  • Knights of Columbus
  • Ducks Unlimited
  • St. Michael's Church

Previous experience

  • Financial Consultant, UDB Financial, 2003-2019, 16 years