1. Give us a brief history of your company.
As a financial advisor with Raymond James & Associates, I represent a financial services company that is an industry leader, dedicated to putting the client first. My team is highly trained and experienced in the design, implementation, and monitoring of comprehensive financial packages to meet the needs of clients in various stages of their lives. Together we bring decades of combined experience in the financial services industry to assist the clients we serve.
2. What would you tell the rest of Acadiana makes you special?
My experienced team serves a variety of clients. Whether we are providing professional investment consulting advice or complete financial planning, you can rely on us to take care of your needs with an approach that is tailored to your financial objectives. We offer personalized attention and the highest level of service with integrity.
3. What are you most proud of?
I am proudest of my 34 years of service assisting individuals, families and businesses plan for life’s financial challenges and enriching their legacy.
4. Where do you see your business in 10 years? What are your plans for the future?
Continuing to build one of the most professional financial planning teams in the region, while providing excellence in service and advice to my clients.
5. 1A is “Focused on Forward” – meaning we are taking an active role of improving the community we live in. Our members are Focused on Forward, too! – What does Focused on Forward mean to you? How is your company Focused on Forward?
Focused on Forward means, “Having Life Well Planned. How can I help you?”