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

  • Business Retirement Plans
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Investment Management
  • Family Finances
  • Insurance
  • Sustainable and Responsible Investing
  • Tax Planning Strategies
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • AAMS® Accredited Asset Management Specialist℠

Education

  • Bachelor of Arts, Political Science, Louisiana State University 1990

Interests

I enjoy LSU Sports, Travel & keeping up with my 4 kids High School Sports & College events.

Community participation

National Day of Service

  • Our Lady of Prompt Succor Church
  • Rotary Club of Downtown Alexandria
  • 100 Men Who Care
  • LSU Tiger Athletic Foundation
  • Central Louisiana Better Business Bureau

Awards & recognition

  • Ameriprise Circle of Success, 2020

Previous experience

  • Financial Consultant, UDB Financial, Alexandria, LA, 2003-2019