I am a CFP® professional who partners with individual investors, business owners and executives to co-create personalized financial strategies to achieve their long-term goals. I believe it is important to invest my time to understand what is most important to each client before investing their money. I use an established process to understand each client's investment time horizon and comfort level with risk to tailor efficient portfolios to deliver optimal results.
I graduated from Louisiana State University in 2006 with a Bachelor of Science in civil engineering. After working as an engineer, I joined Edward Jones as a financial advisor in 2007 to pursue my passion for investing and helping others financially plan for their future. I believe my engineering background has allowed me to breakdown clients' complex financial situations and simplify them in an easy to understand manner.
In order to better serve my clients, I have continued to advance my industry knowledge by earning my AAMS® certification in 2013 and my CFP® certification in 2015. My professional licenses and registrations include the Series 7, Series 66 and Life, Health and Accident Insurance. I am also a member of the Financial Planning Association (FPA).
In addition to my role as a financial advisor, I have served the firm in multiple leadership capacities including regional technology advisor, secondary recruiting leader and field trainer leader. I continue to give back to the firm by volunteering as a Ted Jones Coach, mentor and field trainer to assist new and veteran financial advisors. I became a limited partner with Edward Jones in 2015.
I am a resident of Baton Rouge, an avid traveler and love spending Saturday nights in Tiger Stadium! I serve on the board of trustees for the Boys & Girls Club of Greater Baton Rouge, the executive board for Families Helping Families of Greater Baton Rouge and I am an active member of Club BLUE.
My Personal Interests
Office Address10235 Jefferson Hwy Bldg 4
Baton Rouge, LA 70809
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 03:00PM|
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