Advisor profile


What you can expect when you work with me

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.

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18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelors of Science in Marketing, Business Administration from University of New Orleans

Awards & recognition

  • RoseStone Wealth Advisors, Ameriprise Client Experience Award, 2021 - 2023

Previous experience

  • Team Financial Advisor, Merrill Lynch, Shreveport, LA, 2014 - 2017
  • Financial Advisor, One America Securities, Shreveport, LA, 2013 - 2014
  • Financial Advisor, Signator Investors, Shreveport, LA, 2012 - 2013
  • Financial Advisor, Chase Investment Services, Shreveport, LA, 2010 - 2012

Community participation

  • I am involved in the Northwest Louisiana Chapter of Slow Food. I think it's very important to support local communities, businesses, farms, etc. and know where your food comes from: https://slowfoodnorthla.org/partners/
  • My goal is to convert my front yard to a community garden to share produce and fruit to the residents of Highland often seen as a food dessert.
  • Our team and I volunteer annually for the Northwest Food Bank during National Day of Service: https://www.foodbanknla.org/

Interests

  • I am passionate about food. I love cooking at home for friends and family, but I also enjoy trying new restaurants in town.
  • I am an avid gardener. I am currently involved in converting my entire front yard into a sustainable permaculture garden.
  • My favorite places to travel include New Orleans and the Florida Keyes.
  • I am an animal lover. I have 6 orange tabbies named Marvin, Virgil, Gavin, Levon, & Trevor and Stevie.