Financial Advisor

• Mar 2021 - Present

Since 2006, I’ve focused on helping business owners, engineers, attorneys, and parents on the right path to retirement by helping them define a vision of that ideal retirement and setting achievable goals. In recent years, I’ve added a focus on helping people in the critical years just before and after retirement by structuring an efficient plan to distribute the wealth they’ve spent a lifetime accumulating. The birth of my daughter Sarah created the need to learn more about planning for families who had children with special needs. This led me to get my ChSNC® (Chartered Special Needs Consultant), where I realized the gravity of going without a plan. It was a common belief that certain rather complex Estate Planning tools were only necessary for relatively wealthy families, which proved incorrect when it comes to planning. I have a passion for teaching families about the tools available and the planning required to give their children the best possible life. LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). Any recommendation posted to this page is not endorsed by, and may not represent the views of HTK nor its affiliates. This material is not intended to be a recommendation, offer or solicitation. Always consult a tax, legal, or financial professional regarding your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA www.finra.org / SIPC www.sipc.org. 301 Main Street, Suite 630 | Baton Rouge, LA 70810 | 225.953.7657 Penn Mutual South is unaffiliated with HTK. HTK is a wholly owned subsidiary of The Penn Mutual Life Insurance Company. 3645242RH_JUL23

Financial Advisor

• Jul 2006 - Mar 2021

Sales Manager

• 2000 - 2006

Solved problems. Solved problems.

Sales Consultant

• 1998 - 2000

Came up with creative solutions for small and mid sized networks. Came up with creative solutions for small and mid sized networks.