Born and raised in South Louisiana, my family has deep roots in the River Parishes going back to 1737. Over the past 21 years, our Edward Jones business has evolved to us helping our clients understand what is most important to them and providing custom strategies to help them achieve their goals. I am passionate about partnering with clients that like me and that find value in my advice.

As a young entrepreneur mowing lawns and working in our family trucking business Beck Stein Service, I made my first mutual fund investment in July of 1987, which helped me understand the opportunity of a down market in October of 1987. The cardinal rule of investing is buy low and sell high and sometimes be patient and buy more.

Soon after graduating in business finance from Louisiana State University in 1998, I began my wonderful and exciting career here at Edward Jones. I also hold my Series 7, Series 63 and Series 66 securities registrations.

As a financial advisor here, I have held several leadership roles, but most recently in October of 2019, I was invited to become the regional leader of the brand-new Region 340. My responsibility includes leading all offices from Denham Springs along I -12 to Slidell as well as Laplace. This allows me to help other branch teams change lives in South Louisiana with greater impact ensuring a lasting legacy to the great state of Louisiana.

Our branch team includes Sr BOA Jana Roettger and BOA Amber Townsend with a combined 14 years of service experience. They are here to help us provide first class service to our clients. I am proud and grateful to have both of them on our team.

I have been married to my loving wife, Heather, for 18 years. We have four children; Chelsea, Kaylea, Hunter and Luke. Offering my family new opportunities and providing a high quality of life for them is my motivation. I am truly blessed!

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Intergenerational Planning
  • Portfolio Reviews

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:30PM
Sat Closed
Sun Closed

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