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, the National Association of Enrolled Agents*, 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.
In addition to my contact information above, I can also be conveniently reached via text messaging at 225.532.0999.
*Licensed but not practicing on behalf of Lincoln Financial Advisors