My profile

Our Approach

Laveer means “to sail against the wind” which emulates our purpose of helping our clients as they navigate the potential "head winds" of life. We are committed to serving clients with a vivid clarity of purpose. Our team’s mission is to help clients meet four very specific objectives which are to: accumulate, protect, enjoy and transfer their wealth.

31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Retirement Plan Distribution

Education

  • BA in Business Management, LSUS, 1981-1986

Awards & recognition

  • Laveer Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026

Community participation

Interests

  • Reading
  • Camping
  • Boating
  • Nascar