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
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Insurance
  • Family Finances
  • Tax Planning Strategies
  • Cash Flow Management Strategies

Education

  • Louisiana State University
  • B.S. in Finance 2004

Community participation

Interests

Spending quality time with my husband, Lance, and my 2 boys, Hudson and Jackson. Most nights you can find us at a ballpark, football field, or gym somewhere watching the boys play sports. I also love to travel to the beach. I am a huge animal rescue advocate and volunteer with Dante's Hope Animal Rescue. We have 3 dachshunds and a bearded dragon as family pets.

My photos

1 albums
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