Focus: Insurance Strategies, Retirement Income Planning, Retirement Strategies, Investment Strategies, Estate Planning, Risk Management Strategies, Financial Education, Business Owners, Business Succession Planning, College Funding Strategies
Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.
Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals.
University of Louisiana at Lafayette - Masters Degree
University of Louisiana at Lafayette - Bacholers Degree
Check the background of this investment professional on FINRA’s BrokerCheck
102 Versailles Blvd, Ste 808
Lafayette, LA 70501