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
  • Wealth Preservation Strategies
  • Retirement Planning 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

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

Our videos

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Working with us

Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal.

Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.

What to expect

  • Professional help in clarifying your financial goals and priorities
  • If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives
  • Accurate information about our tailored solutions, including risks, benefits and costs

What to bring

  • A list of any questions you have regarding your current financial situation
  • Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
  • A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals