As an Edward Jones financial advisor, I believe it's important to invest my time to understand what's important to you ¿ before you invest your money with us. I'd like to understand the level of risk you're comfortable with so we can take the steps necessary to reach your long-term financial goals.

I work with clients to build personalized strategies using the Edward Jones established processes that can help them reach their objectives. My ultimate goal is to partner with you throughout your life to help keep you on track to meet those objectives.

I opened my Edward Jones office in Metairie more than a decade ago because I wanted to help people make sense of investing. My Senior Branch Office Administrator, Peggy Jo, and I have worked together for nearly as many years to ensure that each of our clients feels both welcomed and valued. We feel that while we can't control the markets, we can control the level of service we provide to our clients. That is the driving factor behind all we do.

A graduate of Jesuit High School and the University of New Orleans, I hold an AAMS® designation, as well as a CFP® professional designation. I'm a New Orleans native and have lived here my entire life. I'm a member of St. Philip Neri and the East Jefferson YMCA, but my deepest relationship is the one I have with my family. My spouse, Irene, and I have two children ¿ one of whom works for Edward Jones.

At Edward Jones and in our office, our focus is you! The firm has thousands of people and advanced technology to support us; but our 5-step process is the foundation we've used to create long-term solutions for clients.

Give us a call today to set up a meeting; you can ask all of the questions regarding your financial future that you need answered but may have been afraid to ask. We'd love to meet you and help you on your journey.

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