Experience

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  UBS

  • United States

  • Executive Director and Wealth Planning Strategist

    • Jun 2020 - Present
    • United States

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  UBS

  • New Orleans, LA

  • Financial Advisor with the Exit Planning and Wealth Consulting Group

    • May 2018 - May 2020
    • New Orleans, LA

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  IBERIABANK

  • Greater New Orleans Area

  • Senior Vice President and Senior Wealth Advisor - IBERIA Wealth Advisor

    • Jun 2011 - May 2018
    • Greater New Orleans Area

    My work at Iberia largely involves trust and succession management in the Greater New Orleans and Baton Rouge markets. I oversee the bank’s role as fiduciary for various types of trusts such as grantor trusts, GST trusts, charitable trust and special needs trusts. I also routinely advise clients on estate, gift, and retirement planning. Additionally, my position involves sales and the development of new business focusing on high net worth individuals and foundations. My position at Iberia is client focused with an emphasis on building and maintaining relationships through a holistic approach to financial planning

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  OMNI BANK

  • Trust Officer

    • Dec 2009 - Apr 2011

    While at OMNI BANK, I oversaw the day to day operations of a $500,000,000 trust department centered on fiduciary, custodial and retirement services. In this role, I worked closely with upper management and state regulators to ensure department compliance. My work also focused on developing new client relations and maintaining existing client relationships.

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  Snell & Wilmer

  • Associate Attorney

    • Aug 2007 - Jul 2009

    My role as an estate planning attorney focused on advising high net worth clients on estate, gift and retirement planning. This work was centered on drafting documents such as revocable living trusts, family limited partnerships, ILIT, and GRATs. My practice also focused on probate and estate administration as well as advising corporate trustees.