- President
- Chartered Financial Analyst® charterholder
- Certified Retirement Plan Specialist
- B.S. (Business) - Louisiana State University
- CERTIFIED FINANCIAL PLANNER™
- M.B.A. - University of Louisiana at Monroe
- B.A. - University of Louisiana at Monroe
CERTIFIED FINANCIAL PLANNER™
B.B.A. (Finance) - University of Louisiana at Monroe
Vice President, Investment Advisor
Certified Financial Planner™, CFP®
Chartered Life Underwriter®, CLU®
Chartered Financial Consultant®, CHFC®
B.S. (Accounting), Louisiana Tech University