As a financial advisor, I enjoy developing long-term relationships centered around building wealth, living generously and leaving a legacy. Our team uses an established process to bridge the gap between what can be controlled and what matters most.

My 28-plus years industry experience, over 23 of those years with Edward Jones, has equipped me to assist client's complex needs and work with your tax and legal professionals to formulate tax-efficient investment, income and estate strategies.

When working with small business owners, individuals and families, my team and I commit to:
* Proactive communication to keep you informed
* Building a roadmap for your financial priorities
* Identifying and mitigating risks to your strategy
*Organizing your personal finances to create simplicity and purpose

My Branch Office Administrator, Mary Bachman, and I have been together since I joined the firm in September 1999. She is dedicated to providing the highest level of service possible. She and her husband, Don, live in Walker, LA. They love camping and spending time with their grandchildren.

My wife, Cindy, and I live in Baton Rouge, LA, where we raised our three grown children, Claire, Josh and Noelle. We both sit on the board for the Baton Rouge Wheelchair Tennis Association and sponsor/run the annual Hallowheel Pickleball, Tennis and Wheelchair Tennis Tournament benefitting wheelchair athletes. We love playing pickleball and spending time with our four grandchildren, Easton, Maverick, Ave Grace and Lee Anne.

My team and I are committed to providing personal service, focused on your specific needs. Together, we will work to achieve your goals and ensure that you feel understood, informed, in control and secure about your future.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Portfolio Reviews

My Personal Interests

  • Community Outreach
  • Spending Time with Family
  • Active Lifestyle
  • Football
  • Baseball

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 - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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