Advisor profile


What you can expect when you work with me

 At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. 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.
Feel confident about your financial future.

Areas of focus

  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Investments
  • Business Retirement Plans
  • Wealth Preservation Strategies
  • Insurance
  • Retirement Planning Strategies
  • Estate Planning Strategies
25
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

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. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.