My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Saving for Education
  • Wealth Preservation Strategies
  • Insurance
  • Tax Planning Strategies
  • Consulting on potential benefits and risks of IRA rollovers
  • Charitable Giving Strategies
  • Family Finances

Education

  • Master of Business Administration, Finance, Louisiana State University - Shreveport, Shreveport, Louisiana
  • Bachelor of Business Administration, General Business, Sam Houston State University, Huntsville, Texas

Awards & recognition

  • Reveal Wealth Strategies, Forbes Best-in-State Wealth Management Teams, 2025, 2026

Professional associations

  • Association of African American Financial Advisors
  • Black Empowerment Advisor Community Network
  • Invesco Black Professional Network 2019-2022

Community participation

Interests

Travel - I have a deep love for international travel, a wander luster at heart. I’m actively working toward joining the Seven Continent Club, with Antarctica and Oceania still on my list, adventures that remind me how powerful planning and patience can be.

Community involvement - I enjoy serving locally and organizing events through my church and social organizations. It's a form of stewardship, giving back while building something lasting.

Family - Most of all, I value time with my loved ones. Family and friendships are at the heart of all that I do.