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.

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

Areas of focus

  • Retirement Planning Strategies
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Social Security Retirement Benefits
  • Small Business
  • Sustainable and Responsible Investing
  • Employee Stock Options
  • Divorce Financial Planning
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Charitable Giving
  • Cash Flow Management Strategies
  • Insurance
  • Family Finances
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Saving for Education
  • Investments


  • BFA™ Behavioral Financial Advisor
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • CEPA® Certified Exit Planning Advisor®


  • University of New Orleans - Bachelor of Science in Finance

Awards & recognition

  • Waterfront Wealth Management, Forbes Best-in-State Wealth Management Teams, 2024
  • Forbes Best-in-State Wealth Advisors, 2021-2024
  • Ameriprise Circle of Success, 2005-2023
  • Ameriprise Client Experience Award, 2020

Community participation

I am an active member of Rummel High School's Alumni Association, and I enjoy fine dining with the New Orleans La Confrerie de la Chaine des Rotisseurs. I am also a Gold Corporate Sponsor of the Louisiana HRC. Our office donates toys to children through the Toys for Tots program every year. We have also participated in St. Baldrick's, an event that raises funds for children's cancer research.


  • Every chance I get, I love catching Speckled Trout and Redfish on my 250 foot pier on Lake Pontchartrain.
  • I enjoy films and music.
  • I have a passion for interior design and construction. Any excuse I can make to pull out the power tools and make sawdust!
  • As a hobby, I keep saltwater reef aquarium with vibrant colored fish and live corals.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.