Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
6
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠
  • AAMS® Accredited Asset Management Specialist℠

Education

  • BS in Business Admin, Centenary College of Louisiana, 1996-2000

Interests

  • I played tennis for Centenary College and still try to get out there as often as possible.
  • I love spending time with my wife and 3 kids more than anything.
  • I am an avid reader of both books and on-line content.
  • Having been born and raised in Shreveport I truly love our city.

Community participation

  • I am a participant in the Community Leaders program through the Louisiana Association of Non-Profit Organizations. (LANO)
  • Junior Achievement of North Louisiana, Board Member

Previous experience

  • Raymond James; Financial Advisor, 2014-2016
  • CH Robinson; Senior Sales Manager, 2012-2014
  • UPS; Senior Sales Manager, 2010-2012