3838 N Causeway Blvd #3400
Metairie, LA 70002-8194
Professional Story
I offer an analysis of your current financial situation and help you:
- Identify financial goals and concerns
- Illustrate what is being done to reach your goals and deal with concerns
- Identify gaps if present, and offer solutions to fill them
Languages: English
Credentials: LUTCF®
Specialties:Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Risk Management Strategies, Financial Education
Check the background of this investment professional on FINRA's BrokerCheck