Welcome to my site!! I am a Financial Services Professional for NYLIFE Securities LLC and it's financial affiliates. We are here to help you prepare a stragetic process and to help grow your money. Simply said, I assist those in need of financial assistance..
As you explore the educational resources of my website, remember, your financial strategies are only as good as the knowledge and experience of those who help you implement and maintain them.
As with most other things in life, a key to achieving your long-term financial objectives is strategizing. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security, creating a business succession or successful business exit strategy. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.
Of course, preparing your financial future can be intimidating. Luckily, you don't have to do it alone. As a New York Life insurance agent, and a Registered Representative of NYLIFE Securities LLC with the New Orleans General Office, I am a trained professional who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.
I currently operate a financial practice focusing on retirement planning, business and personal estate planning and distribution as well as exit strategies for business owners and closely held corporations.