Advisor profile

My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • Series 7, 24, 53, 63, 65
  • Life, Accident and Health License
  • Variable Life/Annuity License


  • BA English Literature and Philosophy, University of Manchester, England 1985


* I am a member of The Tiger Athletic Foundation and a season ticket holder for LSU football

* I am an active member of the Krewe of Endymion

* I am originally from England. All of my family remains there and I try to visit once per year, usually at Christmas.

* I am a naturalized citizen of the USA

* I enjoy hiking. Any vacation I take is usually centered around finding a trail to hike