How we work

Real. Clear. Direction.

We’re “real.” We live right here in your town. You might see us out at dinner, at the grocery store, or at the ballfield. We’re not just financial advisors, we’re also neighbors, parents, and spouses.

We want to be “clear” in our advice. No silly financial jargon. Just clear advice our clients can understand and implement. We are straightforward with our clients starting with what they need to do and why they should do it.

We aim to help clients find their “direction”. It’s a passion for our team to help clients understand exactly how to get what they want out of life and how to realize their dreams. Our purpose is to help clients understand their direction, their goals, and how their financial situation will affect their journey.

Areas of focus

  • Intergenerational Planning
  • Retirement Planning Strategies
  • Wealth Preservation Strategies

Community participation

Our practice is proud to sponsor the following non-profit organizations:

Centenary College of Louisiana

Food Bank of Northwest Louisiana

Highland Jazz & Blues Festival

Holy Angels Residential Facility

Humane Society of Northwest Louisiana

Robinson's Film Center

Samaritan Counseling Center

Shreveport Little Theatre

The Strand Theatre


Our practice recognizes the importance of community engagement. We are proud to have team members serving on the boards of the following non-profits:

Working with us

Ameriprise financial advisors deliver personalized financial advice to help you achieve your goals, today and tomorrow. Your advisor takes the time to understand what’s truly important to you. Together, they will document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings – both the expected and the unexpected.

Take the first step toward a more confident financial future by setting up an initial conversation.

What to expect from the first meeting

Your first meeting is complimentary and will focus on your financial needs, goals and values. During the conversation, you’ll learn the value of personalized advice, the costs associated with working together and next steps. It’s an opportunity for you to get a sense of what it might be like to work together.

To help your advisor understand your current financial status, it’s helpful to share information on accounts and income. Examples include:

  • Current income and expenses
  • Bank and investment statements
  • Home and real estate
  • 401(k) and IRA accounts
  • Insurance policies

Additionally, consider future financial goals you would like to achieve, including both short- and long-term goals.

Questions to consider before you meet

To prepare for your first meeting, think about your current financial picture and priorities. To help, consider these financial questions:

  • What are your most important financial goals right now?
  • What concerns you most about your finances?
  • Did a recent event cause you to seek advice?
  • What are you looking for from a financial advisor? What are you not receiving currently?

What you’ll receive going forward

Your first meeting is just the beginning of an ongoing relationship and process. When you work with an Ameriprise advisor, you can expect:

  • One-to-one financial advice based on your goals and needs
  • Personalized recommendations for a diversified portfolio, and solutions to 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

With right advice supported by research and online tools to track your progress, we can help you feel confident, connected and always in control of your financial life.