Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Small Business
  • Investments
  • Retirement Plan Distribution
  • Insurance
  • Saving for Education
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • AWMA® Accredited Wealth Management Advisor℠
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CLTC® Certified Long Term Care®

Education

  • BS Finance - University of New Orleans

Interests

  1. Spending time with my wife and daughter, doing anything they want to
  2. Vintage analog audio equipment like amps, preamps, turntables, speakers
  3. Reading good literature
  4. Jazz, rock, country, Blues, Rhythm and blues, Soul, and Reggae music
  5. Playing golf, many times poorly
  6. Volunteering to help all humanity no matter their situation, religion, skin color, country of origin, or political orientation
  7. Cooking ( I am from New Orleans where everyone cooks)
  8. Cars, working on cars, reading about cars, looking at cars, driving cars

Community participation

Knights of Columbus

Childkind, Inc. - Past Board of Directors

  • Tapestry Public Charter School -Past CFO Board of Directors

Awards & recognition

  • Five Star Wealth Manager, 2012-2016