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My Approach

We live in a fast-paced, constantly changing world. One of my responsibilities is to help my clients maintain their financial focus, so that they can achieve the things that are important to them and their families. My staff and I work diligently to provide our clients with a high level of quality in financial planning, advice and service.

Financial priorities differ from person to person. They can also differ from year to year. At Ameriprise Financial, we think it's important to have a financial plan that's tailored to your needs and has the flexibility to evolve with you. We take a comprehensive approach to financial planning, based on an ongoing relationship with a personal advisor. That's how we get to know you personally: your goals, your worries and your dreams. Then we draw on our more than 110-year heritage to provide experienced guidance to help you develop a financial plan and to find a broad range of financial solutions to meet your needs. That's how The Personal Advisors of Ameriprise Financial help over two million people feel greater confidence about their financial futures. Life is full of surprises and opportunities. We can help prepare you for what's next.

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Community Participation

  • St. Charles Parish Rotary Club
  • St. Charles Community Education, Finance Teacher

Areas of Focus

  • Investments
  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies

Experience

Qualifications

  • Master of Business Administration, University of New Orleans
  • Bachelor of Science in Business Administration, Central Missouri State University
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Education

  • University of New Orleans - Master of Business Administration
  • Central Missouri St. University - Bachelor of Science in Business Administration

Professional Associations

  • River Region Chamber of Commerce
  • St. Charles Business Association

Files for Download

My Photos Show Thumbnails

We worked with the St. Charles Parish Department of Community Services to distribute Thanksgiving baskets.

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.