Leading a dynamic consulting firm focused on helping business owners strategically grow and secure capital. Our mission? To be the plug for connecting people with money to those who need it.- Fundraising Strategist for VC-backed and NMTC-aligned businesses, managing deal flow, due diligence, and investor relations.- Business Consultant offering comprehensive strategies that align financial clarity with strategic execution.

As a Certified Financial Planner (CFP®) with extensive experience in wealth management, I specialize in helping high-growth entrepreneurs, professional athletes, and legal professionals navigate complex financial landscapes & optimize their financial health. Through The CLEVER Group, we offer hands-on advisory services with a strong focus on wealth preservation, risk management ensuring clients can reach their financial goals with confidence whether it’s managing portfolios for professional athletes, developing personalized financial plans for attorneys, or providing business owners with the tools they need to secure their financial future.

Empowering young professionals in Baton Rouge to expand their networks and elevate their careers.

The People's Planner - Offer engaging insights and real-world advice from securing funding to scaling smartly. The goal is to help business owners and professionals navigate the financial world with confidence and clarity, breaking down complex concepts into actionable steps. I'm Just Saying w/ Q - Diving into real conversations on life, culture, and financial strategy for business owners and professionals. The goal? To bring insightful perspectives to the game and inspire the next generation of go-getters.

Strategic Portfolio Management: Spearheaded the management of a $30-40 million portfolio, contributing to the firm’s $500 million AUM.Comprehensive Financial Planning: Engineered and implemented holistic financial plans that integrated retirement planning, tax optimization, estate planning, and risk management, resulting in a 20% increase in client retention.Client Acquisition and Growth: Expanded the firm’s high-net-worth client base by 15% through strategic networking, personalized financial solutions, and strong client relationships

I am eagerly devoted to helping individuals and businesses seek the right plan needed to conquer Financial and Life goals. Financial stability is often difficult to achieve in this day and age, however with the right knowledge and resources, we can be successful together!