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 Income Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Saving for Education
  • Insurance
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7,9,10,24,31,52,63,65

Education

  • BS Finance, LSU, 1995

Interests

  • I enjoy spending time with my family.
  • Spending time in the outdoors with my family and friends.
  • Cycling along Lake Pontchartrain
  • Cooking for friends and family

Community participation

  • Member of the Kenner Municipal Fire & Police Civil Service Board
  • Member of The Greater New Orleans Financial Planning Association Board

Awards & recognition

  • Ameriprise Circle of Success, 2008 - 2011, 2013, 2014, 2019 - 2021