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

  • Investment Management
  • Retirement Income Strategies
  • Business Retirement Plans
12
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

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