Chief Wealth Management Officer & Partner
With a strong commitment to guiding clients on their financial journeys, I specialize in developing comprehensive financial strategies that align with clients’ goals and values. What truly inspires me is the opportunity to help individuals and families navigate financial complexities, fostering meaningful relationships, and achieving remarkable life changes through financial planning. My approach aims to create stronger connections with the next generation while preserving family legacies.
With more than two decades of experience as a wealth management advisor, I began my financial career after earning a finance degree from Louisiana State University. My professional journey has included positions at Morgan Stanley, Banc of America Investments, and Merrill Lynch.
Beyond my work, I'm dedicated to community involvement as the Treasurer of PTL for Lutheran South Academy. My mission is to empower people to live fulfilling lives free from financial worries through well-crafted strategies.