I was led into the business of wealth management purely by interest. I studied at Louisiana Tech and graduated with my Bachelor's in Finance. I can remember back to a research paper I completed on Gillette Stock and was fascinated with stocks from that point on. My career in finance took off after graduation.
I’ve been in the business for over 20 years and have experienced the highs and lows of the market, tech bubble, and the two worst downturns in recent market history. I understand what it takes to protect my clients and always have their best interest in mind as their financial advisor.
My clientele is varied. While many of the individuals and families we work with are retired energy, chemical and petroleum-industry executives and employees, we welcome all prospective clients with open arms.
In my time away from wealth management, I serve as a board member of the University of Holy Cross. My wife and I are passionate about music, food, and traveling. I also enjoy playing tennis, am an avid swimmer, and when time permits, we love visiting Santa Rosa Beach, Florida.
It is my goal to keep up with the ever-changing financial industry to provide the best service possible to our clients, and we look forward to providing you with the same level of service.