Welcome!
No matter your background, with God and access to the right information, proper planning can shift the trajectory of anyone’s life. Let's face it--life happens, right? It's important to have clarity about where you're headed and have a relationship with a professional that can provide guidance along the way.
I recognize that finances can be a sensitive topic to discuss & we all have things that we could have done differently. Know that you are entering a "no judgement zone" as we find the right path to clarity for you. No matter what season of life you may find yourself, my team & I are here to help.
Ways our team can partner with you:
- Personalized, Comprehensive Planning
- Insurance & Protection
- Retirement & Investments
- Tax Efficiency Strategies
- Wealth Transfer & Legacy Planning
- Planning for Business Owners
- Charitable Giving Strategies
- Money Coaching & Budgeting
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Virtual Office
- Phone:
- 504-608-1150
Hours
M: 9 a.m. – 5 p.m.
Tu: 9 a.m. – 5 p.m.
W: 9 a.m. – 5 p.m.
Th: 9 a.m. – 5 p.m.
F: Closed
Sa: Closed
Su: Closed
*Meetings after hours available on M or Tu by request.