picture of a planner

Here to act in your best interests

About me

As a long-time financial planner since 1988, helping clients reach their financial, investment and retirement goals is my number one priority. If I’m not consulting with clients, I’m usually at Crossfit or working on a DIY project. Recently, I built a patio perfect for barbecuing and complete with regulation-height dart boards.


Chartered Retirement Planning Counselor™


Studied, Business Management - George Mason University

Studied, Business Management - University of New Orleans

Visit one of our Locations

New Orleans II - Mandeville

4 Sanctuary Boulevard

Suite 200

Mandeville, LA 70471

Baton Rouge

8201 Village Plaza Court

Suite 2A

Baton Rouge, LA 70810

New Orleans I - Metairie

3900 N. Causeway Boulevard

Suite 1450

Metairie, LA 70002

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.


Certain services provided on an educational and guidance basis only.

The latest insights from our experts