Advisor profile

Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Investments
  • Intergenerational Planning
  • Insurance


  • CRPC™ Chartered Retirement Planning Counselor™


  • Master of Business Administration, University of New Orleans, New Orleans, LA, 2010
  • Bachelor of Science in Finance, University of New Orleans, New Orleans, LA, 2003
  • Bachelor of Science in Business Administration, University of New Orleans, New Orleans, LA, 2003

Professional associations

  • The University of New Orleans Alumni Association


I enjoy cooking, reading, and spending time with my husband Jeremy.