·          Investment, Retirement and Estate Planning Experience since 1993.

·          B.S. Degree in Economics/Finance, LSU-Shreveport, 1993

·          Graduate of Caddo Magnet High School, 1988

·          Registered Representative with Series 7, 6 & 63 through INVEST Financial Corporation.

·          Investment Advisor Representative, INVEST Financial Corporation a Registered Investment Advisor, with access to Third Party Money Managers such as Clarke, Lanzen, Skalla Investment firm, L.L.C., a Registered Investment Advisor, and other investment alternatives. INVEST is not affiliated with these third party money managers

·          Currently Securities Registered in 16 States across America: AL, AR, AZ, FL, GA, IN, LA, MD, MO, MS, NV, OR, SC, TX, VA, WA.

·          Currently Insurance Licensed in Five States:  Florida, Indiana, Louisiana, Texas, & Arkansas

·          2007 Million Dollar Round Table (MDRT®) Qualifier 2008 and 2009 Court of the Table MDRT Qualifying Member

·          Utilizing the following investment vehicles: Fee Based Accounts, Variable Annuities, Mutual Funds, Fixed Annuities, Index Annuities, Stocks, Bonds, CDs, UITs and ETFs.

·          Featured in the National Register’s Who’s Who in Executives and Professionals 2005-2006 edition. (Appearance in publication by invitation only. Referrals/Recommendations by Dunn & Bradstreet, leading provider in business research for 165 yrs.)

·          Married, Wife Colleen, Three Sons, Caleb, Colton and Caden

·          2006 & 2007 board member of Shreveport Association of Insurance and Financial Advisors (SAIFA) chairing the Young Advisors Team (YAT)