conversations so you can be part of the process and feel empowered about your finances.
graduating from Louisiana State University in 2004, I officially began my journey as an
international wanderer, traveling to more than 25 countries before beginning my career
in financial services in 2010.
hold the Series 7 and 66 licenses. My first financial services role was as a Global Sales
Consultant where I served some of the largest pensions, foundations, and endowments on
their investment strategies. After that, I served as the Regional Vice President for a boutique
asset manager where I helped advisors grow and optimize their practices while consulting
on their investment portfolios.
Here I learned the impact I could make in people’s lives and the care I could bring to each
interaction helping families build their legacies, which is why I launched Root Wealth
Management in 2024.
led me here, Root Wealth Management.
incredible children.
the University of Louisiana. For over 35 years I have been rooted as an investment manager,
a CFP® Emeritus, and an MBA in Finance. Among my experience, I have been awarded for
several years as a top salesman as a registered representative with International Money
Management Group. Additionally, I have held Series 7 and 63 licenses with the National
Association of Securities Dealers (FINRA) and Health and Life Insurance licenses with the
State of Louisiana. In 2007, I became co-portfolio manager of the HCM Freedom Fund
offered by Direxion Funds of New York.
own Registered Investment Advisor firm. Fast forward 10 years, and I am now merging my
practice into Root Wealth Management, where the care and dedication to building a strong
financial foundation resonated with the practices I have upheld in my career thus far.
leading workshops on investing and debt reduction, providing marital counseling on money matters, and pro bono consulting to those who have
yet to find or fund their American dream.
I serve on the boards of the Heymann Performing Arts Center and of Performing Arts Serving Acadiana (PASA). My wife of 44+ years, Marti, and
I are also deeply rooted in the Change Agent Network, a non-profit that builds faith-based schools in Liberia, West Africa. We enjoy visiting our two
children and three grandchildren in Atlanta and Austin. When I have free time you can find me collecting rare books, solving crossword puzzles,
haunting art museums, galleries, and live theater performances.
strong roots make for a strong harvest.
are rooted in, together.
We sift through the financial complexities and
have real conversations so you can be part of
the process and feel empowered
about your finances.
I was born and raised. After graduating from Louisiana State
University in 2004, I officially began my journey as an
international wanderer, traveling to more than 25 countries
before beginning my career in financial services in 2010.
Analyst (CIMA®), and hold the Series 7 and 66 licenses. My
first financial services role was as a Global Sales Consultant
where I served some of the largest pensions, foundations,
and endowments on their investment strategies. After that, I
served as the Regional Vice President for a boutique asset
manager where I helped advisors grow and optimize their
practices while consulting on their investment portfolios.
career in investment management. Here I learned the
impact I could make in people’s lives and the care I could
bring to each interaction helping families build their legacies,
which is why I launched Root Wealth Management in 2024.
the opportunity to truly make a difference in the lives of those
I served, which led me here, Root Wealth Management.
in all that I do. I have been married to my wife, Kara,
since 2013, and we have three incredible children.
strong roots make for
a strong harvest.
Louisiana State University and the University of Louisiana.
For over 35 years I have been rooted as an investment
manager, a CFP® Emeritus, and an MBA in Finance.
Among my experience, I have been awarded for several
years as a top salesman as a registered representative
with International Money Management Group. Additionally,
I have held Series 7 and 63 licenses with the National
Association of Securities Dealers (FINRA) and Health and
Life Insurance licenses with the State of Louisiana. In 2007,
I became co-portfolio manager of the HCM Freedom Fund
offered by Direxion Funds of New York.
their finances so I started my own Registered Investment
Advisor firm. Fast forward 10 years, and I am now merging
my practice into Root Wealth Management, where the care
and dedication to building a strong financial foundation
resonated with the practices I have upheld in my career
thus far.
becomes easy to bring that same passion into everything
you do in life. For instance, I enjoy leading workshops on
investing and debt reduction, providing marital counseling
on money matters, and pro bono consulting to those who
have yet to find or fund their American dream.
for the arts, especially to keep enrichment (music, drama, arts)
in public schools. I serve on the boards of the Heymann
Performing Arts Center and of Performing Arts Serving
Acadiana (PASA). My wife of 44+ years, Marti, and
I are also deeply rooted in the Change Agent Network, a
non-profit that builds faith-based schools in Liberia, West
Africa. We enjoy visiting our two children and three
grandchildren in Atlanta and Austin. When I have free time
you can find me collecting rare books, solving crossword
puzzles, haunting art museums, galleries, and live
theater performances.
the community and the world -
strong roots make for
a strong harvest.
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