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
39
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Business Retirement Plans
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Small Business

Education

  • Louisiana State University BS, MS degrees

Previous experience

  • SVP & Managing Director Wealth Management Regent Bank, Ft Lauderdale, Fl, 2011-2016
  • Financial Advisor, Janney Montgomery Scott, Ft Lauderdale Fl, 2002-2011
  • Financial Advisor, Gruntal, Ft Lauderdale, FL, 1999-2002
  • Financial Advisor, Legg Mason, Baton Rouge, LA, 2001-2002
  • SVP, Trust & Investments, Hibernia National Bank, New Orleans, LA, 1991-2002

Community participation

I am a member of Riverwalk Fort Lauderdale to bring my participation in shaping and building the future of the Dowtown and the Riverwalk District.

For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

*As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.

Interests

Music and Theater

Physical Fitness

My photos

2 albums
close