My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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42
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Intergenerational Planning
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Business Retirement Plans
  • Cash Flow Management Strategies
  • Charitable Giving Strategies
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Insurance
  • Investment Management
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Saving for Education
  • Social Security Retirement Benefits
  • Wealth Preservation Strategies
  • Women's Financial Strategies

Education

  • B.S., Accounting - University of Holy Cross - New Orleans, LA
  • P. C., Accounting Fundamentals - Tulane SoPA (Tulane University) - New Orleans, LA

Awards & recognition

  • Ameriprise Circle of Success, 2022–2024
  • Ameriprise Circle of Success Diamond Ring, 2022
  • StellarPath Private Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2024-2025

Previous experience

  • Ameriprise Financial, Private Wealth Advisor, New Orleans, LA & The Villages, FL, 2006–Present
  • American Express Financial Advisors (now Ameriprise), Financial Advisor, New Orleans, LA, 1987–2005
  • IDS Financial Services (now Ameriprise), Financial Advisor, New Orleans, LA, 1984–1986
  • McDermott International, Project Management Accountant, New Orleans, LA, 1978–1983

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Juvenile Diabetes Research Foundation (JDRF)
  • Dollars for Scholars Chapter of The Villages
  • The Villages Louisiana Club
  • LSU Tiger Athletic Foundation
  • Our Mother of Mercy Outreach Ministry - Wildwood, FL
  • St. Vincent de Paul Food Pantry - Wildwood, FL

Interests

  • Traveling
  • Gardening
  • Decorating
  • Spending time with family and friends
  • Visiting the children during holidays
  • Cooking
  • Eating crawfish
  • Wine
  • Watching feel good movies on The Hallmark Channel
  • The Villages, FL
  • RVing

My photos

3 albums
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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.