We build financial strategies because people should feel good about their future.

Getting Started:
1) Request an appointment today
2) Allow us to develop a strategy to help reach your goals
3) Partner with us to execute your strategy

Professional Designations:
-CERTIFIED FINANCIAL PLANNER™ – CFP® Board
-Accredited Asset Management Specialist™ – College for Financial Planning
-Chartered Retirement Plans Specialist™ – College for Financial Planning

Lagniappe:
I grew up in the Beau Chene neighborhood in Mandeville, LA before moving to Ruston, LA for college. I met my wife in college and we now live in the Deloaks neighborhood in Madisonville, LA with our three children. My office is located between Fontainebleau Junior High School and the Grande Maison subdivision in Mandeville on Highway 59.

Focus areas

  • Wealth Strategies
  • Special Needs Financial Considerations
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans

My Personal Interests

  • Spending Time with Family
  • Woodworking
  • Cooking
  • Football
  • Traveling

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

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