Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
29
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
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7, 24, 53, 63, 65
  • Life, Accident and Health License
  • Variable Life/Annuity License

Education

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

Interests

* 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