As a Wealth Manager, I am dedicated to assisting clients in building their financial futures. My primary responsibilities include assessing financial needs, creating comprehensive financial plans, and making tailored recommendations. I specialize in financial planning, wealth management, small business ownership, and tax-advantage strategies, all aimed at helping clients reach their goals.
Before embarking on my career in the financial services industry in 2007, I attended the University of Louisiana at Lafayette, where I developed a passion for helping individuals fulfill their financial aspirations. I take great satisfaction in guiding clients to the finish line with their financial needs and wants. By investing wisely, you can work to live rather than live to work. My goal is to provide the greatest value through personalized investment strategies that align with your unique needs and objectives.
Originally from Judice, Louisiana, I now reside in Katy, Texas, with my partner, Jennifer, and our three children. Outside of work, I am actively involved with the Houston Football Association (HFA) as a volunteer, player, and team manager and head coach. In my free time, I enjoy playing golf, fishing, traveling, and both watching and playing soccer.