As a financial advisor, I believe it is important to invest my time to understand what you are working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do.

I joined Edward Jones in 2009, after earning a bachelor’s degree in financial analysis from Louisiana State University at Shreveport. I earned the AAMS™ designation from the College of Financial Planning as well as the Certified Exit Planning Advisor®, or CEPA®, designation through the Exit Planning Institute™. This designation provides specific education on by expanding my knowledge base in the following areas:

• How to help business owners have a successful exit
• Exit planning considerations for business owners
• The importance of business valuation
• Personal financial management
• Estate considerations

I serve as the firm’s performance leader for my region, responsible for creating and implementing a leadership development process to establish ongoing development of the regional branch teams. I also serve as a member of the hiring team responsible for interviewing potential financial advisor candidates recommending the best possible candidates and a mentor for new financial advisors during their first year of employment with Edward Jones.

Active in the community, I have served on the board of the Alzheimer's Association, Military Relations Committee. Renesting Project, and as former chairperson of the Minority Opportunity Business Awards.

My senior branch office administrator, LeAnn Lipscomb, has years of experience and is dedicated to providing you with the highest level of service possible.

When I am not at work serving my clients, I enjoy spending time with my husband, Michael, who is retired after 22 years of service with the US Air Force, and our twins, Mason and Grace.

I became a limited partner with Edward Jones in 2015, which best positions me to put your needs first. I am not only passionate about helping people meet their established financial goals, but also uncovering other goals they may not have otherwise thought possible. I would greatly appreciate the opportunity to serve you and your loved ones.