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
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

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

Education

  • Bachelor of Science, Finance,Louisiana Tech University, Ruston, Louisiana

Community participation

I'm a long time member and Past-President of the Bossier City Lions Club

Interests

Most of my time outside of the office is spent with my family. I have a beautiful wife, Ashley, and a wonderful son, Townes. I also spend a lot of time restoring and collecting classic cars. I have a large collection of mostly General Motors cars ranging from 1955-1987. I enjoy playing tennis and cheering for the LSU Tigers.