Milton serves his clients through a holistic, detail-oriented pursuit of their financial dreams and desires. He advises individuals, business owners, retirement plans and family trusts. Milton is directly responsible for all aspects of financial planning and investment management for his clients. He is also responsible for the firm’s investment research and due diligence. A graduate of Louisiana State University with a Bachelor of Science in Marketing, Milton has been helping clients work toward their financial goals since 2003. He is a Certified Financial PlannerTM Professional and holds the FINRA Series 7, 31 & 66 Securities Registrations through LPL Financial. He is also insurance licensed for Life, Health, Annuity, Disability, and Long-Term Care.
Milton has been an avid volunteer and youth mentor throughout his professional career and served on the Forum 35 Board of Directors for seven years. He is an active member of the Webb Park Civic Association, the Baton Rouge Financial Planning Association, and the Greater Baton Rouge Chapter of the LSU Alumni Association. Milton is a native of Morgan City but has made Baton Rouge home since 1997. He and his wife Erica are grateful parents to Vivian and Augustus. The family enjoys nature hikes, city parks and museums, community and cultural events, new culinary experiences and traveling.
Milton’s Personal Code: Know what’s right and do what’s right; Optimism is a force multiplier; Serve with an expectation of nothing in return; Your success will ultimately be judged by what your children think of you; Commit to continuous and never-ending improvement; Nobody said it would be easy, they said it would be worth it; Be considerate of others; Work hard, sacrifice, and maintain a relentless personal drive for excellence; Strive to gather all the necessary information before forming opinions of others; Integrity is irreplaceable; Quick to listen, slow to speak.