Growing up in a small community and working in our family's grocery store, I learned the importance of managing money, budgeting and serving people with honesty, respect and kindness. After graduating from LSU, I worked for 20 years in corporate management and became the first female member of a national insurance service company's executive team. I use these early lessons and experiences to shape how I work with business owners and families as their financial advisor.

When partnering with my clients to achieve their financial goals, it starts and ends with my personal attention as a professional and is a deeply human process. It is my privilege to make each client feel heard, understood and respected for what is most important to them. My work goes far beyond building a portfolio for retirement and includes helping clients create a plan for emergency funds, education, social security, life insurance, long-term care and other goals customized for each client's situation to help keep them on track throughout their lifetime.

My ideal clients are families, individuals, widowers, business owners and others who want and appreciate a thorough and thoughtful approach to preparing for their financial future. I am inspired every day by the people we serve as we strive to deliver an ideal client experience during good times and when we are helping people navigate more difficult situations like career transitions, the loss of a loved one or going through a divorce.

My love for helping people extends to volunteering in my community as an ambassador with the Tangipahoa Chamber of Commerce, president elect of the Hammond Sunrise Rotary Club, Hammond Kiwanis Club board member and Options Foundation board member. As a wife and Mom of three children, I live by values that I also bestow on my clients to be honest, hardworking, attentive to the needs of others and to show people that I care about them.

Focus areas

  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Wealth Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies

My Personal Interests

  • Volunteering
  • Community Outreach
  • Spending Time with Family
  • Traveling
  • Reading

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

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