AWMA™, CMFC™Request an appointment
Here to act in your best interests
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 I - Metairie
3900 N. Causeway Blvd.
Metairie, LA 70002
8342 Perkins Road
Baton Rouge, LA 70810
New Orleans II - Mandeville
4 Sanctuary Boulevard
Mandeville, LA 70471
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.