Figuring out your personal finances can feel overwhelming. My job helps take away that stress. Despite financial goals being a priority for people, studies show that they're often put off until the last minute. I take the time to listen, understand your current situation and focus on creating a strategy that works to meet your financial goals through using our established process. Together, we work to analyze, prioritize and execute your plan. By focusing on what is most important to you and the things you can control, I help to create a long-term strategy that is personalized, responsive to change and monitored often.

On a personal note, I'm an active member of the community in Shreveport, LA. As a proud graduate of Caddo Magnet High, LSU Baton Rouge, a member of the Hispanic Chamber of Commerce of Louisiana and a member of the Board of Directors of the LSU Alumni Association Caddo/Bossier Chapter, my roots here are deep. I am married and have three great children who keep us on our toes. We enjoy spending time outdoors with friends and family, especially when sports are involved. My passion is to help people and am grateful to do what I love for a living.

My Branch Office Administrator, Whitley Mims, will delight you with the highest level of service possible. When not at work, Whitley enjoys spending time with her family and catching up on her favorite drama series.

Together, we thrive on providing you a highly personalized service and will work to ensure all aspects of our business are aligned to help meet your unique goals and needs. I'm here to help provide the answers to your questions so you can make informed, financially sound decisions. Give us a call today to talk through your goals and options – Whitley and I are here to help.

Se Habla Español

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • New Investors
  • Entrepreneurs & Business Owners

My Personal Interests

  • Spending Time with Family
  • Active Lifestyle
  • Traveling
  • Sports Enthusiast
  • History and Museums

Office Information

Office Hours

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

Branch Team

Email Me

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