After graduating from De La Salle High school in New Orleans, I received a B.S. in Physics from Loyola University at Chicago. In 1999, I accepted a position as a software engineer in Amsterdam, Netherlands where I worked for two years. In September 2001, I returned to New Orleans where I began my career with MassMutual Financial Group.

 

Today as a CERTIFIED FINANCIAL PLANNER™ (CFP®), I take a holistic approach to help busy people ensure their financial security while exploring and achieving avenues for long-term wealth accumulation.

 

In 2020, I became an independent Advisor partnering with New Century Financial Group, an independent Registered Investment Advisory firm, giving me access to some of the financial industry’s most innovative technologies and investment resources so that I could best serve my clients.

 

Along with my co-host, Erik Garcia, CFP®, I launched the podcast Stuff About Money They Didn’t Teach You in School.  How people manage their money impacts every aspect of their lives, and I am passionate about equipping busy people with the knowledge to be better managers of their money.

 

In addition to my CFP® certification, I hold the industry designations of Chartered Financial Consultant, ChFC®, and Certified Long-Term Care, CLTC®, along with the series 6, 7, and 63 licenses.

 

On a personal note:

 

My wife, Maureen, and I keep busy by raising three successful children: Caitlin, my oldest, Marc, a senior at the University of Notre Dame, and Grace, our 11-year-old.

 

When I'm not running with the family, I can be found at the stables with Grace or taking long walks with Beau, my 108lb Goldendoodle.

 

I'm engaged in several community organizations and programs including the current president of my neighborhood homeowner’s association and serve on the board of the Audubon Commission. In addition to these community organizations, I've served as both a National Director and two-term president for the Louisiana Chapter of Society of Financial Service Professionals, SFSP.