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

  • Family Finances
  • Retirement Planning Strategies
  • Investments
  • Retirement Income Strategies
  • Insurance
  • Tax Planning Strategies
  • Saving for Education
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • BA,Chemistry,University of Southern Mississippi,Hattiesburg, MS
  • MS,Organic Chemistry,University of Southern Mississippi, Hattiesburg, MS
  • BS,Chemical Engineering,McNeese State Univesity, Lake Charles,LA

Interests

Spending time with family, including our four daughters and their families.

Travel with church groups to meet needs in other countries.

Cooking of special fish, seafood, and wildlife dishes.

Boating and fishing in the coastal waters of Mississippi and Louisiana.

Outdoor activities including camping and various types of hunting. I particularly enjoy training of our yellow labrador retriever.

Community participation

Volunteer through my church to assist families with financial difficulties.