Advisor profile

My approach

For me, nothing is more gratifying than seeing my clients achieve a confident retirement, living the full and rich life they have earned. I'll work with you to ensure you have a proactive and personalized financial roadmap to help guide you towards reaching your retirement goals and dreams. I'm committed to your success and believe that when you take the right approach to retirement planning, life can be brilliant.

32
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
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Social Security Retirement Benefits
  • Tax Planning Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Family Finances
  • Business Retirement Plans
  • Investments
  • Sustainable and Responsible Investing
  • Insurance
  • Saving for Education
  • Cash Flow Management Strategies

Education

  • University of New Orleans, Bachelor of Science in Economics

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2021-2022-2023-2024
  • River Region Wealth Advisors, Ameriprise Client Experience Award, 2020-2021
  • Ameriprise Circle of Success, 2006, 2008, 2012, 2014, 2019

Professional associations

  • Financial Planning Association

Community participation

I enjoy participating in Ameriprise's National Day of Service by working with the St. Charles Food Bank to provide for hungry children and families during the holidays.

I have been active as a leader in my son's Cub and Boy Scouts Pack and Troop.

I volunteer with my church and on an as needed basis, provide members needing assistance with basic financial education.

I have taught Economics through Junior Achievement.

Interests

  • Backpacking and hiking
  • Travel
  • Scouting
  • Cycling
  • Motorcycling
  • Fishing
  • Golfing
  • Live concerts and festivals
  • Flying drones
  • PC gaming with my son
  • The philharmonic
  • Walking and playing with my dogs

My photos

5 albums
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Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.