My specialization lies in multi-generational, holistic financial planning, as I firmly believe that no financial decision should be made in isolation. By considering the interconnectedness of various financial aspects and making decisions within a broader master plan, we can strive for optimal outcomes.
From a young age, I always aspired to pursue a career that would truly make a difference in people's lives. The notion of going to work every day without positively impacting others felt purposeless to me. Fortunately, I now have the privilege of waking up each morning and engaging in meaningful work that not only challenges me but also contributes to the well-being of my clients.
Solving complex problems and witnessing the positive impact it has on individuals' lives is immensely rewarding to me. One of the aspects I particularly enjoy about my job is assisting people with their charitable endeavors, allowing them to make a difference in their lives, their communities, and beyond.
Since 2017, my wife Laura and I have been working together, combining our expertise to better serve our clients. We are proud parents to three wonderful children: Audrey, Noah, and Howard. As a father, I strive to set a positive example for my children—one that emphasizes integrity, diligence, and hard work.
I am an active member of the Financial Planning Association, Million Dollar Round Table, the National Association of Enrolled Agents, the National Association of Tax Professionals, and the Louisiana Notary Association to further enhance my professional knowledge and capabilities. These associations provide valuable educational resources, continuing education opportunities, and a network of professionals with whom I can collaborate and brainstorm on challenging cases.
CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S. For more information, please visit https://www.cfp.net/. Enrolled Agents (EA) are federally licensed tax practitioners who have passed an IRS exam or qualifying IRS experience and meet ongoing ethics and education requirements. Master of Science in Personal Financial Planning (MSPFP) is a graduate-level academic degree focused on financial planning topics such as retirement, investments, tax planning, estate planning, and risk management. Master Planner Advanced Studies™ (MPAS™) is an advanced professional designation focused on integrated financial planning strategies, often emphasizing complex planning scenarios and interdisciplinary planning concepts. Accredited Behavioral Finance Professional® (ABFP®) is a designation focused on behavioral finance, helping professionals understand how emotions, biases, and psychology influence financial decision-making.