I work with successful families and business owners who want to simplify financial complexity and feel confident about their future. My focus is on creating advanced, tax-efficient strategies that not only grow and protect wealth but also provide clarity for life’s most important financial question: “Am I going to be okay?”

I deliver integrated wealth strategies that resonate with affluent families by combining advanced academic training with the practical experience of guiding clients through life’s biggest financial decisions. This approach helps clients minimize taxes, maximize opportunities, and gain the clarity and confidence to make decisions that protect and grow their wealth across generations. I am an MBA Candidate with a specialization in Accounting at Louisiana State University Shreveport, a CERTIFIED FINANCIAL PLANNER™ practitioner, and hold securities Series 7 and 66 licenses along with state insurance licenses. My background also includes a degree in Business Administration from Vanguard University of Southern California. My commitment to the highest standards of professionalism and integrity within the financial industry has also led me to serve as a FINRA Arbitrator.

When I am not working with clients, you will find me with my wife, Kailee, and our three kids—Peyton, Oliver, and Sawyer—enjoying time together as a family.