As an LPL Financial Advisor and former college finance instructor, I am passionate about helping individuals and families who seek long-term wealth and financial well-being. My practice focuses on Wealth Management, Tax Planning, Education Funding, Retirement Income Planning, and Legacy Planning. I earned an M.B.A. with a concentration in Finance from Louisiana State University and a B.A. in Economics from Rhodes College. Outside of work, I have been married to my wife Jennifer for 30 years, and we are blessed with four wonderful children. I am also passionate about serving my church and my community.
I seek to help people create long-term wealth and financial security.
- M.B.A. with a Concentration in Finance - Louisiana State University, Baton Rouge, LA
- B.A. in Economics - Rhodes College, Memphis, TN
- Taught Principles of Finance at the college level (McNeese State University) for two semesters Previous employers include Morgan Stanley Smith Barney, Capital One Bank, and Wells Fargo
- Member AICPA (Member No. 5071013)
- Served as Chairman, Vice Chairman, and Treasurer of the Episcopal Day School Board of Trustees (Lake Charles, LA)
- Possess Series 7, 63, and 65 registrations through LPL Financial as well as a Louisiana insurance license.