Who we serve:
We help a select group of families manage their financial assets, so they can focus on areas of their life that give them joy, meaning and purpose. My practice includes corporate executives, entrepreneurs, business professionals, medical professionals and multi-generational families who have all accumulated assets, yet need help in developing the proper strategies for their future.

We provide:
- Solutions-based advice and excellent service
- Thought leadership and behavioral coaching
- Help with the organization, building, protection and transferring of your wealth

We look for clients who are:
- Goal-driven
- Serious, long-term investors
- Responsive and willing to follow through on our advice
- Value a lifelong partnership

Our Philosophy:
A one-size-fits-all approach may be fine for some investors, but we believe investments should be personalized to meet your needs and not generically based on your age or what stage in your life you are currently in. Whether your goals include preparing for or living in retirement, living a “work” optional lifestyle, paying for education, planning for the unexpected or creating an estate or inheritance, we offer investment solutions designed to meet all of your financial goals. We then partner with you throughout your life to help make sure you stay on track.

Why me?
I have learned the value of commitment, hard work and perseverance and was able to earn myself a position on the LSU football team from 2004-2008, which makes me a member of the 2007 National Championship team. Any goals I have set for myself, I have accomplished them. I would like to partner with you to help you accomplish your goals.

When I'm not in the office, I enjoy spending time with my wife, Rachelle, our young daughter, Adeline, and our rescue, Samson. You might also find me out playing basketball, at the gym or with my family creating memories.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Divorce Finances
  • Business Retirement Plans
  • New Investors

My Personal Interests

  • Spending Time with Family
  • Pets
  • Movies & Entertainment
  • Health & Nutrition
  • Basketball

Office Information

Office Address

4203 Williams Blvd Suite 201 Kenner, LA 70065

Office Hours

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

Additional Hours

  • Web Conferencing

Branch Team

Request an Appointment

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