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

Areas of focus

  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Investment Management
  • Tax Planning Strategies
  • Insurance
  • Saving for Education
  • Estate Planning Strategies
  • Investments
  • Business Retirement Plans
  • Wealth Preservation Strategies
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7
  • Series 63

Education

  • Bachelor of Science in Business, University of Phoenix, 1995

Interests

I enjoy spending time with my family, fishing, hunting & playing golf.

Community participation

National Day of Service

  • Bolton High School Alumni Association
  • Food Bank of Central Louisiana

Awards & recognition

  • UDB Financial, Ameriprise Client Experience Award, 2021

Previous experience

  • Financial Consultant, UDB Financial, Alexandria, LA, 2003-2019,, 16 Years