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
8
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

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

Awards & recognition

  • RoseStone Wealth Advisors, Ameriprise Client Experience Award, 2021

Previous experience

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

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

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.