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Here to act in your best interests

About me

My experience as a former professional baseball player has ingrained in me a “team” approach that I carry through to my relationships with my clients. This unique combination of professional athletics and financial services experience enables me to translate financial planning strategies into road maps and processes to help meet both personal and financial goals. My mission is to use a team approach to educate and implement these strategies to help clients achieve their financial and personal goals. Away from work I enjoy playing golf, traveling, fishing and hunting.


Bachelor of Arts, Tulane University

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Visit one of our Locations

New Orleans I - Metairie

3900 N. Causeway Blvd.
Suite 100
Metairie, LA 70002

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New Orleans II - Mandeville

4 Sanctuary Boulevard
Suite 200
Mandeville, LA 70471

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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 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 insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning Retirement Planning Investment Management Tax Planning Insurance Guidance Estate Planning