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
23
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
  • Executive Compensation and Benefit Strategies
  • Investments
  • Wealth Preservation Strategies
  • Small Business
  • Retirement Planning Strategies

Education

  • LLM, Harvard University, Cambridge, MA
  • JD, Tulane University, New Orleans, LA
  • MBA, University of New Orleans, New Orleans, LA
  • BS, United States Military Academy, West Point, NY

Professional associations

  • Louisiana Bar Association
  • Beta Gamma Sigma National Honor Society in Business Mgmt.

Community participation

Adjunct Professor, Tulane University School of Law

Cub Scout Den Leader, St. Catherine of Siena School

Interests

Reading; road trips with my wife, Terri, and my 8 year-old son, Charles; playing golf , soccer, football and video games with my son.

My photos

1 albums
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