Advisor profile

What you can expect when you work with me

My 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.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
12
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
  • Los Angeles LGBTQ Chamber of Commerce
  • Out Professionals
  • Los Angeles Tennis Association

Interests

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

My photos

3 albums
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