Because I am a native of south Louisiana, I understand our people and our culture. Part of our culture is taking pride in our work and the way we treat one another. This is the way I have worked with my clients since starting my career in 2002, with honesty, integrity and respect.
Having been in ministry for 14 years, I felt the need to be able to continue to make a difference in the lives of those with whom I work. I found that assisting my clients with their financial needs allowed me to do so. I take great joy in helping my clients take that dream vacation or pay for a grandchild's education or purchase a long-desired piece of property. Whatever the situation, my goal in working with my clients is to help them to define their financial goals and develop a strategy to help them achieve such. This partnership is meant to last throughout life. In order to better serve my clients, I studied for and earned the CFP® designation in 2007.
I am an avid LSU fan and enjoy going to both home and away games. Geaux Tigers! Having lived in Rome, Italy for five years, I also developed a desire to see the world. I enjoy traveling with my family and we try to enjoy international destinations twice a year.
At the Edward Jones office here in New Roads, we love working with our clients and are always looking for ways to continue to help them in achieving their goals. If you feel that we can help you do the same, please stop by our office to say hi to Becky and me. We would love to meet you and perhaps we can assist you in starting your journey toward defining and achieving your financial goals.
- Wealth Strategies
- Portfolio Reviews
- Retirement Savings Strategies
- Retirement Income Strategies
My Personal Interests
- History and Museums
Mailing AddressP O Box 230
New Roads, LA 70760
Phone NumberDean J Martin at (225) 638-3746
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