I am a member and Investment Advisor Representative at Hirling Financial Group. With over 25 years of experience in the financial services industry, my primary responsibilities include servicing clients with financial planning, retirement planning, portfolio construction and analysis, monitoring investment performance, and reviewing wills and estate planning.
Specializing in overall financial planning, I advise clients on investments and offer a variety of financial products tailored to meet their individual needs. I am a Certified Public Accountant (CPA) and hold several licenses, including Series 7 obtained in 1999, Series 65 in 2000, and Series 63 in 2000. My educational background includes a Bachelor of Science in Accounting, which I earned in 1973 from the University of New Orleans.
I am deeply motivated by helping clients define and meet their long-term financial goals, as well as planning the succession of their wealth to the next generation. The aspect of my job I most enjoy is assisting clients and their families in managing their financial matters and guiding them through the various changes life brings to their financial needs. I firmly believe that the greatest value I can provide for my clients is personal service and objective, independent advice.
Born and raised in the New Orleans area, I have lived here almost my entire life, with the exception of the time I spent in Mississippi, Japan, and the Aleutian Islands while serving four years in the Air Force. Outside of work, I am an active member of the Fore! Kids Foundation, which runs the PGA golf tournament. All net proceeds from the tournament are donated to various children's charities throughout Louisiana. This involvement allows me to give back to the community and support causes that are close to my heart.