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Magnolia Wealth Strategies - Zachary, Old Scenic Hwy

21122 Old Scenic Hwy, Suite A
Zachary, LA 70791

Professional Story

Whether you goals include preparing for milestone life events like retirement or college, protecting your family's future or you're simply looking for life, disability income or long term care insurance protection, I promise a new level of attention, insight and capability.

I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in: 

  • Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies

My broad knowledge of financial products helps give my clients the confidence they need when working with a financial professional.

Education

LSU Bachelor of Science 1999

Hobbies

Golf, Tennis

Affiliations & Memberships

MDRT, FINRA, LSU Alumni Association, Tiger Athletic Foundation, NQPA


Languages: English


Credentials: CLU®


Specialties:Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Business Succession Planning, Estate Planning


Check the background of this investment professional on FINRA's BrokerCheck