Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Social Security Retirement Benefits
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Charitable Giving
  • Women's Financial Strategies
  • Saving for Education
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • University of Louisiana at Lafayettee B.S in Accounting and Finance, 2003

Interests

My passion is helping clients realize how they can achieve a goal that they didn't think were possible.

Achieving someone's goals is like a fun puzzle to figure out. I really believe, if there is a will there is a way!!

I love good food (which means I must workout!)

Community participation