Advisor profile

What you can expect when you work with me

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.

Get started
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Employee Stock Options
  • Insurance
  • Executive Compensation and Benefit Strategies
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Tax Planning Strategies


  • BFA™ Behavioral Financial Advisor
  • CRPC™ Chartered Retirement Planning Counselor™
  • AAMS™ Accredited Asset Management Specialist™
  • CLTC® Certified Long Term Care


  • Bachelor's Degree - Business Administration - Northwestern State University
  • Bachelor's Degree - Accounting - Northwestern State University

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024
  • Laveer Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Five Star Wealth Manager, 2019, 2020,2021, 2022, 2023
  • Ameriprise Circle of Success, 2011, 2012, 2013 and 2015
  • Ameriprise Circle of Success Diamond Ring, 2012

Community participation

  • Mission Alive Advisory Board Member
  • Army Veteran
  • ChildFund International
  • Warrior Surf Foundation, and One Gulf One Goal



Scuba Diving



Outdoor Recreation