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Here to act in your best interests

About me

With more than two decades of experience as a financial planner, I’m committed to ensuring my clients understand their investments and make informed choices that help lead them to a rewarding retirement. When I’m not working, I enjoy my time as a volunteer Boy Scout Leader and kicking back with my family on exciting vacations.


Accredited Wealth Management Advisor™

Chartered Mutual Fund Counselor™


Bachelor of Arts - Louisiana State University

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.

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