My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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18
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

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

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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