I graduated from Louisiana College in 2007 with an economics/finance degree. Thanks to a unique opportunity, I was able to travel across the country and take part in a world-class management and sales training program which led to a 10 year career in the foodservice industry helping my clients focus on the most efficient ways to achieve profitability.

While most clients' primary goal was to maximize profits, my previous experience taught me that each individual has his/her own set of circumstances that must be understood to reach that goal; sometimes, they can be quite complex. This may be the case in your life. We work together to identify the financial goals you are striving for, whether it's starting a savings plan or managing wealth, then focus on the details of your particular circumstance, no matter how complex, to make sure you achieve those goals.

Also, at Louisiana College, I met the love of my life and now have three sons that I spend every minute I can with. We travel the southeast playing soccer, and I am secretary on the board for Ward 10 Dixie Youth Boys Baseball.

Your savings and investments are extremely important. Please request an appointment to review your plan, and to ensure the details are taken care of.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • New Investors
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Employee Stock Options

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