Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Investments
  • Business Retirement Plans
  • Wealth Preservation Strategies
  • Insurance
  • Retirement Planning Strategies
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CMFA® Certified Military Financial Advisor®
  • CMFA Certified Military Financial Advisor
  • Business Financial Advisor

Awards & recognition

  • Five Star Wealth Manager, New Orleans, 2013 & 2014 & 2015
  • Ralph Leopold & Associates, Ameriprise Client Experience Award, 2022
  • Ameriprise Ultimate Digital Excellence Award, 2023

Community participation

  • Hollywood South pioneer - commendation presented by New Orleans City Council
  • Ameriprise proudly supports Wounded Warrior Project and Warriors to Work
  • Wings for Widows Volunteer
  • 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

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

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.