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
17
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
  • Family Finances
  • Investments

Education

  • Bachelor of Science in Finance, Louisiana State University, 2009

Previous experience

  • Paraplanner, Ameriprise Financial, Baton Rouge, LA, 2010-2016
  • Administrative Assitant, Ameriprise Financial, Baton Rouge, LA, 2007-2010

Community participation

  • Junior Achievement - Board of Directors
  • Habitat for Humanity
  • Volunteers of America
  • Greater Baton Rouge Food Bank

Interests

Spending time with my husband, Jordan, and two sons, Jon David and Liam

LSU Sporting Events

Cooking

Reading