Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Investment Management
  • Retirement Income Strategies
  • Business Retirement Plans
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CPA Certified Public Accountant
  • RICP® Retirement Income Certified Professional®

Education

  • Bachelor of Science, Finance, University of New Orleans, New Orleans, LA
  • Bachelor of Science, Accounting, University of New Orleans, New Orleans, LA

Interests

  • I've been an avid New Orleans Saints football fan since their inaugural season in 1967. I've held season tickets since 2004.
  • I collect rare coins. The pride of my collection is a 1899 Morgan silver dollar minted in New Orleans at the United States Mint located in the French Quarter.
  • I have collected New Orleans Mardi Gras doubloons since my childhood. My collection contains a Krewe of Rex doubloon for every year that they were thrown (starting in 1960).
  • I am a cigar aficionado. My favorite cigar is a Hoyo de Monterrey Excalibur #1 English Claro.

Community participation

I donate blood platelets and plasma to The Blood Center every month. I've been making these donations since July 2009.

  • The Blood Center
  • Carrollton Rotary

Professional associations

  • American Institute of Certified Public Accountants
  • Louisiana Society of Certified Public Accountants

Previous experience

  • LPL Financial Advisor, Gulf Coast Wealth Management, New Orleans, LA, 2014-2019
  • Financial Advisor, Edward Jones, Metairie, LA, 2009-2014
  • Commercial Banking Line of Business Controller, Capital One, New Orleans, LA, 2006-2009
  • Controller, Advantage Capital Partners, New Orleans, LA, 1995-2006