Credentials: Registered principal with Geneos Wealth Management, Inc. Holds FINRA Series 7, 63, and 24 licenses, as well as a Life, Health and Accident Insurance license.
Education: B.S. — Louisiana State University
Practice Focus: pension, profit-sharing, 401(k) plans for self-employed individuals, partnerships, and corporations, as well as managing client relationships and providing client services as an investment advisor to develop and implement detailed financial plans for his clients.
Of Note: Graduate of Louisiana State University, Attended on an athletic scholarship, 4-year letterman on the baseball team, LSU Athletic Hall of Distinction, Named to Foundation – Era All-Alex Box Team, LSU Baseball Alumnus of the Year, Neville High School Alumnus of the Year, LSU College of Human Sciences and Education Alumnus of the Year, Member of the LSU “L” Club, the Tiger Athletic Foundation, the LSU Alumni Association, the LSU Baseball Coaches Committee, the LSU Foundation, the Catholic High School Men’s Club, and the Neville Alumni and Friends Association