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

  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
22
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
  • ChFC® Chartered Financial Consultant®
  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • MBA Finance / Portfolio Management: Millsaps College; Jackson, MS. May 2003
  • BA Music (Piano): Mississippi College; Clinton, MS. December 2001

Interests

Family: I am interested in helping my family become engaged leaders in our community.

Music: I enjoy making music, playing the piano and trumpet.

Sports: Golf, Volleyball, Football

Dancing with the 610 Stompers

Community participation

Awards & recognition

  • Treuting, Harris & Associates, Ameriprise Client Experience Award, 2021

Previous experience

  • Financial Advisor, Chase Investment Services Inc, 2003-2009, New Orleans, LA