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.

Get started
10
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Cash Flow Management Strategies

Qualifications

  • Series 7
  • Series 66
  • Life, Accident & Sickness, Variable License - Louisiana, Mississippi, Georgia

Education

  • BS, Marketing, Louisiana State University, Baton Rouge, LA

Community participation

  • Great Baton Rouge Food Bank
  • Volunteers of America Greater Baton Rouge
  • Womens BUST Breast Cancer Foundation
  • Habitat for Humanity
  • Women's Empowerment Network

Interests

I enjoy spending a lot of quality time with my husband and kids, studying the Bible, antiquing & thrifting, slowly renovating our home, travel & reading.