As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what's important to you and your family before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family.
I grew up in Gonzales and am a graduate of East Ascension High School in Gonzales, where I was a High School All-American Golfer and inductee into the school's Hall of Fame. After high school, I attended the University of New Orleans where I was a 4-year letterman on the golf team and graduated with a degree in business administration.
I am married to Babette Bourgeois and reside in the Garden District in Baton Rouge. Our daughter, Ema, is a sophomore at Baton Rouge Magnet High School and an accomplished competitive swimmer. The alpha in the family is our 11-year-old Maltipoo, Putter.
Prior to starting my career as a financial advisor I was in the Golf and Club industry. I was part of the team that built Pelican Point Golf Club, then moved into the corporate side of industry as an executive within the Private Club industry with Arnold Palmer Golf Management. Over the course of my career, I have worked with the leaders in Club industry and traveled extensively throughout the country assisting teams at the Club level in the execution of their planning and operations. While my time in the Club industry was rewarding, the call to come back home and continue to serve brought me to Baton Rouge and Edward Jones.
My assistant, Hannah Major, and I are committed to partnering with our clients to accomplish their goals using an established process. Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it’s convenient for our clients because we recognize the challenging needs of their businesses and their lives.
My Personal Interests
- History and Museums