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
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Investments
  • Retirement Income Strategies
  • Insurance
  • Tax Planning Strategies
  • Saving for Education

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

Awards & recognition

  • RoseStone Wealth Advisors, Ameriprise Client Experience Award, 2021-2023

Community participation

Volunteer through my church to assist families with financial difficulties.

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.

My photos

1 albums
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