5555 Hilton Avenue, Suite 320
Baton Rouge, LA 70808
Professional Story
I offer total financial needs analysis through a network of experienced professionals with expertise in:
- Advisory services
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust services*
*Trust services offered through the MassMutual Trust Co., FSB
Languages: English
Credentials: MBA, RICP®
Specialties:Insurance Strategies, Investment Strategies, Business Owners, Retirement Strategies, Retirement Income Planning, Group Benefits, Financial Education, Financial Planning, Business Succession Planning, Estate Planning, Risk Management Strategies, Charitable Giving
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