Since 1994, I have valued working in partnership with families to build wealth, transition into retirement, live comfortably in retirement and efficiently transfer wealth to the next generation. I do this through a personalized discovery process which helps give me a clear understanding of your personal and financial goals, allowing me to build a personalized strategy to help you achieve financial success.

I received a bachelor's degree in accounting/finance from Louisiana State University, hold the AAMS™ professional designation from the College for Financial Planning and CEPA® certification. After working in the banking industry for nine years, I had a deep desire to help clients plan for their financial future, which led me to my career at Edward Jones.

In 2022, I qualified to attend Edward Jones’ annual Managing Partner’s Conference, an honor reserved for the firm’s top 400 financial advisors. This was my 15th year as a qualifier. I’ve also received invitations to ten Barron’s Top Women Advisors Summits.

In 2013, I was asked to serve as regional leader responsible for 70 financial advisors in South Louisiana. In 2017, I became a principal of the firm and was also asked to become a senior regional leader. In this role, I mentored and trained new regional leaders across the country.

I enjoy serving my community as a member and past president of the Port Allen Rotary Club, member of the West Baton Rouge Chamber and past state board member of the March of Dimes.

I have been married to my husband, Brian, for 38 years. We enjoy spending time with our three sons, three daughters-in-law and six grandchildren. We love being outdoors and truly enjoy fishing.

Our dedicated team consists of three branch office administrators. Kristy Favrot has been with me since 1994, Debbie Reed joined the team in 2012 and Jessica Johnson joined in 2019. They take pride in serving clients in a professional, friendly and client centric manner which makes them feel like family. We would love to welcome you into our family.

Focus areas

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

My Personal Interests

  • Spending Time with Family
  • Fishing
  • Traveling

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Branch Team

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