General Info

The advisor listed is an Ameriprise financial advisor in New Orleans. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. At Ameriprise, our Confident Retirement approach and advance planning strategies provide you with highly personalized advice to meet your financial planning needs. I analyze a client's information and data, then recommend strategies to give options and choices for retirement, business and estate planning. Specifically, my team and I do strategic generational planning for families and provide strategies for trusts and estate plans to help clients create long-lasting family legacies. In many cases this creates a "family endowment" that children and grandchildren use to continue your legacy. This is done in conjunction with your attorney and accountant and my team of professionals. I work with the Ameriprise Advanced Advice team which provides me with availability to tax attorneys, CPAs, business and planning specialists, as well as many other professionals within Ameriprise. Teamwork is key. We bring your plan together with strategies,recommendations and choices. Another area of focus is assisting clients with estate settlements. We help ease executors' work and stress associated with settling estates by recommending options for handling and distributing estate proceeds to all heirs involved. I believe in helping our clients plan for their and their families' lifetimes.