Serving Slidell and surrounding areas
No matter where you are in your financial journey, your best interests are at heart as we work together to help simplify the choices and challenges that present themselves in these unusual economic times.
If you are looking for a solution for a single financial issue, or you would like a partner to help build and navigate a comprehensive plan, let’s work together to strengthen your financial security.
I am a Ramsey SmartVestor Pro and am honored to be part of their network of financial professionals in my local area. The SmartVestor program connects consumers with financial professionals in their area. To join the SmartVestor program, financial professionals must meet the SmartVestor program requirements, and pay an enrollment fee that depends on the area served, plus a fixed monthly fee.
Neither Ramsey Solutions nor the SmartVestor program are affiliated with or endorsed by Thrivent. Views are theirs and not necessarily those of Thrivent or its affiliates.
I look at what is important to you, not just your financial picture.
Focused on your goals and values, I'll draw on my industry expertise to help you to a more secure financial future in the areas of:
- Advice that will help protect your family and income
- Protecting loved ones against the impacts of death, disability, and long-term care needs
- Retirement savings & income planning
- Investment Management
- Charitable Giving
- Income tax strategies
- Education planning strategies for your children or grandchildren
Ready to talk? Schedule a 30-minute consultation today.
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Locations
Slidell Office
- Phone:
- 985-445-1777