Financial Planning & Investments
By Appointment Only
Am I investing in the right places? Do I have enough money for retirement? Am I taking too much risk or not enough risk? How can I save on taxes? There are so many questions when it comes to preparing for your financial future.
Growing up in a South Louisiana family devoted to the oil and gas industry for four generations, I have seen folks grapple with these questions firsthand. Having built my own previous career in oil and gas, I also knew I had well-honed project management and planning skills, working in and with companies of all sizes across industries. As a husband and a father of three young children, I personally appreciate the importance of planning for the future. Being an Edward Jones financial advisor allows me to take these experiences and help others in my community.
My goal is simple: be a partner to help you achieve whatever financial goals you have. And to do that, I work hard to earn your trust and continued collaboration. Whether you're planning for retirement, wanting to leave a legacy for your loved ones or offering an attractive benefit package for your employees, we can work together to clarify your goals and develop specific strategies to help you achieve them. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made.
If you are looking for a partner to help bring more clarity to your financial future, I’d love to hear from you.