Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Retirement Income Strategies
  • Estate Planning Strategies
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • FINRA License Series 7

Education

  • BS Finance, University of New Orleans, 1994

Interests

I enjoy watching my NO Saints, and going to City Park in New Orleans. I am also very much a doting father of 2 beautiful children, 1 boy and 1 girl. College football enthusiast....I really enjoy visiting stadiums of universities across the country.

Community participation

Awards & recognition

  • Ameriprise Circle of Success, 2009, 2010, 2011, 2012, 2013, 2014, 2015
  • Ultimate Digital Excellence Award, 2021