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
  • Estate Planning Strategies
  • Small Business
  • Investments
  • Retirement Plan Distribution
  • Insurance
  • Saving for Education
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • 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
  • Ameriprise Client Experience Award, 2020