Financial Advisor since 1989. Licensed in Louisiana & Texas. LUTCF® – Life Underwriter Training Council Fellow, Life, Health & Annuity Insurance License, Financial Industry Regulatory Authority FINRA Series 7 & 66 Licenses.
Along with a team of professionals, I provide total financial needs analysis through a network of experienced professionals with expertise in:
• Advisory services
• Retirement analysis and programs
• Estate strategies
• Employee benefit and retention services
• Business continuation strategies
• Trust services
My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client
I am licensed to sell insurance in: Louisiana and Texas and securities in: Louisiana and Texas]. I am a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC (www.SIPC.org). Supervisory Office: 3838 N Causeway Boulevard, Suite 3400, Metairie, LA 70002-8194; Phone: 504-613-2200. MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives.
