For small business owners, your company isn’t just a source of income; it’s a lifetime of hard work, a testament to your passion, and a key part of your legacy. My goal is to help you build on that success, not just for your business but for your personal financial future.

As a CERTIFIED FINANCIAL PLANNER™ with decades of experience, I specialize in comprehensive financial strategies that address the unique challenges and opportunities faced by business owners. I work closely with you to understand your goals—from optimizing business cash flow and planning for succession to managing your personal wealth and securing your family's future.

I serve on Centura Advisors' Investment Committee, where I help guide our firm’s strategies, ensuring we are always working to maximize your financial potential. My work is about more than just numbers; it’s about providing clear, actionable plans that give you peace of mind, knowing your personal and business finances are aligned for long-term growth.

Beyond the office, I am a dedicated member of the community, serving in leadership roles with Episcopal School of Baton Rouge and the United Methodist Foundation of Louisiana, reflecting my commitment to giving back. I enjoy cooking, golfing, cheering on the Ole Miss Rebels and spending time with my wife Vanessa, and twin children, Olivia and Bennett.  

Let’s build a financial plan as dynamic and ambitious as your business. I look forward to working with you.