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
31
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
  • Women's Financial Strategies
  • Investment Management
  • Intergenerational Planning
  • Small Business

Education

  • Master of Business Administration - University of New Orleans - 1992
  • Bachelor of Science, Business Administration - University of Central Missouri - 1983

Community participation

  • Rotary Club of St. Charles Parish — Member
  • St. Charles Community Education — Community Education Instructor
  • St. Charles Parish Department of Community Services — Several years ago, our practice began a partnership with the St. Charles Parish Department of Community Services in conjunction with our Ameriprise National Day of Service and their Thanksgiving Basket Outreach Project. This year we helped build over 300 baskets to assist with the food insecurity challenges in our Parish. The Department of Community Services helps our community in a number of ways, including this ongoing food bank that is supported by Second Harvest.

Interests

  • My older sons are both in the military, so I have great admiration and respect for our men and women in uniform.
  • I am passionate about local and international community service projects and am a member of Rotary International.
  • Being barefoot and working in my garden brings me serenity and calmness.
  • I love hiking, backpacking, canoeing, and anything Mother Nature offers in the form of entertainment.
  • Artistically creative people inspire me. I look forward to having time to work on my woodworking and crafting endeavors.

My photos

2 albums
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