We are incredibly grateful to Edward Jones for giving us the opportunity to live our purpose every day. The interactions and meaningful relationships that have been developed with clients over the past 13 years have been remarkable.

Our Core Values:
Organization: We help bring order to your financial life.
Accountability: We help you follow through on your financial commitments.
Objectivity: We provide insight from the outside to help you avoid emotionally driven decisions in important money matters.
Proactivity: We help you anticipate the key transitions in your life so you can be financially prepared.
Education: We provide education on various financial topics.
Partnership: We work with you to help achieve your financial goals.

Our Story:
I earned my degree in finance and business management from Centenary College of Louisiana in 2009 and hold the CERTIFIED FINANCIAL PLANNER™, CFP® and the Certified Exit Planning Advisor®, CEPA®, certifications. I met my wife, Ashley, through Edward Jones and she is also a financial advisor and principal with the firm. Our son, Grayson, arrived in 2021 and we enjoy spending time with him and our chocolate Labrador ,"Champ", when away from the office.

Kailee Kuznia is our Branch Office Administrator and has incredible experience in client service and relationships. She is dedicated to providing ongoing support to service what's most important to you. When away from the office, Kailee and her husband enjoy being outside and spending time with friends and family.

Our Vision:
We believe that improving the quality of financial decisions leads to better health, better relationships and a greater CONFIDENCE when achieving one's purpose in life. We help clients with their investments, as well as what they say are the far more meaningful things:

How can I build more time in my life for my most cherished relationships – for what's most important?

How can I get beyond this nagging feeling that I'm missing something?

How do I create a better system for financial decision making?

THIS is what life planning is all about, and our team would welcome the opportunity to visit with you further in order to see if we are a good fit for your unique situation. It starts with understanding what's most important to you – let's talk.