As a Senior Financial Advisor based in Baton Rouge, my goal is to be your primary source for financial advice and guidance.
Your needs are complex. The range of services delivered to you must provide you with the comfort of knowing that your wealth management plan will help you and your family enjoy all life has to offer, now and through retirement. Services to assist you with this include:
* Assisting you in making life decisions, big and small
* Helping you clarify and identify financial options aligned to your goals
* Tailored Investment and Wealth Planning, updated as needed as the markets and life change
* Tax efficient transition of wealth to your children
* Personal and Corporate Liquidity/Financing and Cash Management for you and your business
The focus in working with you is to provide you with a comprehensive approach to managing wealth. It begins with listening to your needs, and then helping ensure every strategy is grounded in understanding what you want to achieve in all aspects of your life.
After receiving a B.A. in Economics and French from Hampden-Sydney College, I attended Tulane University, coaching football as graduate assistant with head coach Mack Brown. Attaining a Masters of Business Administration at Tulane, I then commenced a career in the financial services industry by joining the downtown New Orleans office of Merrill Lynch Wealth Management in 1991. Outside of work, I enjoy coaching, playing guitar, and canoeing.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
