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

  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Investments
  • Business Retirement Plans
  • Wealth Preservation Strategies
  • Insurance
  • Retirement Planning Strategies
  • Estate Planning Strategies
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Interests

  • Avid saltwater fisherman - inshore and offshore
  • I love to travel to new places and meet new people.
  • 2013 Oscar Awards Ceremony and Governor's Ball Attendee - Dolby Theater, Los Angeles
  • Community Leader and Sponsor of "The Kindness Revolution" working with schools and charities creating events and fundraisers to increase awareness, promote kindness and prevent bullying
  • Radio Host - Your Money Your Life - WGSO 990 AM - Tuesdays 5 to 6 pm

Community participation

  • Hollywood South pioneer - commendation presented by New Orleans City Council
  • Ameriprise proudly supports Wounded Warrior Project and Warriors to Work
  • Make-A-Wish Foundation - provided online store and support for fund raising effort
  • National Wildlife Association - Team Leader -Louisiana
  • The Save Louisiana Coalition - one of the original supporters
  • Juvenile Diabetes Association
  • National Arthritis Association
  • Swollfest - National Diabetes Association -multi year participant
  • Audubon Zoo Lifetime Supporter
  • UGA Foundation Member

Awards & recognition

  • Five Star Wealth Manager, New Orleans, 2013 & 2014 & 2015