Advisor profile


We care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Investments
  • Intergenerational Planning
  • Insurance
17
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℠

Education

  • 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

Interests

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

Professional associations

  • The University of New Orleans Alumni Association