Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Investments
  • Retirement Planning Strategies
  • Insurance
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Saving for Education
  • Tax Planning Strategies

Education

  • B.S., Finance - University of New Orleans - New Orleans, LA

Awards & recognition

  • Five Star Wealth Manager, 2013

Previous experience

  • Ameriprise Financial, Financial Advisor, New Orleans, LA, 2010–Present
  • Merrill Lynch, Private Wealth Planner, New Orleans, LA, 1999–2009

Community participation

  • Hogs for the Cause — A nonprofit organization empowering local communities to raise money for outreach services to families of children with pediatric brain cancer. Notably, Hogs puts on an acclaimed festival every spring as a celebration of the year-round fundraising being done on behalf of the nonprofit. Held in New Orleans, the event has become one of the largest barbecue and music festivals in the country, with over 30,000 fans attending and eating their way across 90 competing barbecue teams.
  • Piggy Stardust BBQ Team — Member since 2010

Interests

  • Fishing
  • New Orleans Saints

My photos

1 albums
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