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
13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Financial Strategies for LGBTQ Couples and Families
  • Retirement Income Strategies
  • Insurance
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Business Retirement Plans
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Sustainable and Responsible Investing
  • Small Business
  • Saving for Education
  • Executive Compensation and Benefit Strategies
  • Domestic Partner Planning

Education

  • LL.M, Taxation, Southern Methodist University Dedman School of Law, Dallas, TX
  • J.D., Law, Louisiana State University, Paul M. Hebert Law Center, Baton Rouge, LA
  • B.S., Accounting, Louisiana State University, Baton Rouge, LA

Community participation

  • Lambda Legal
  • Gulf South LGBTQ+ Chamber of Commerce

Interests

  • Supporting causes near and dear
  • Travel
  • Tennis
  • Exercise

My photos

2 albums
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