I help my clients achieve their personal financial goals through fostering strong relationships and understanding of their needs. To be as effective as possible, your plan has to be personalized as well as flexible enough to change with you throughout the stages of your life. I take the time to learn about you and your family in order to develop a personalized roadmap to guide you to your goals.
As an accredited Personal Financial Planner (PFP®), I bring 16 years of experience in various roles in the financial services industry. My commitment to continuous education ensures I am always up-to-date with our rapidly evolving industry.
When I am not at work I enjoy spending time with my wife and our two boys. We enjoy travelling to my “hometown” in south Louisiana to enjoy some Cajun food and culture.
1-800-616-8878 ext. 1714
*Mutual funds and related financial planning services are offered through Credential Asset Management Inc.