Interests
- Friends and Family
- Supporting causes near and dear
- Travel
- Tennis
- Exercise
Community Participation
- Gulf South Chamber
- Project Lazarus
Areas of Focus
- Financial Strategies for LGBTQ Couples and Families
- Investment Management
- Retirement Planning Strategies
- Tax Planning Strategies
- Social Security Retirement Benefits
- Retirement Income Strategies
- Insurance
- Estate Planning Strategies
- Retirement Plan Distribution
- Business Retirement Plans
- Cash Flow Management Strategies
- Wealth Preservation Strategies
- Executive Compensation and Benefit Strategies
- Domestic Partner Planning
Qualifications
- ADPA® Accredited Domestic Partnership Advisor℠
Education
- LL.M, Taxation, Southern Methodist University Dedman School of Law, Dallas, TX
- J.D., Law, Louisiana State University, Paul M. Hebert Law Center, Baton Rouge, LA
- B.S., Accounting, Louisiana State University, Baton Rouge, LA
