I am a native New Orleanian. I have been a financial advisor with Edward Jones Investments since 2012, after a successful career as vice president of commercial lending at a local bank. I enhanced my financial knowledge by obtaining my series 7 and series 66, as well as being a licensed life insurance agent.
In my practice, I get to know my clients and develop financial strategies tailored to their specific goals. I establish plans for retirement, education and protection as well as estate and legacy strategies. I work with individuals and business owners offering IRAs, 401(k) plans, SIMPLE and SEP IRAs, Sole K, brokerage services, annuities, stocks and bonds. I also provide protection strategies in the form of life and long-term care insurance.
I am a member of the Regional Advisory Board of the Alzheimer's Association and the administrator of the St Tammany Social Services Network. I also enjoy membership in Louisiana Professional Women's Association; American Association of University Women; the Covington Business Association; St. Tammany Chamber of Commerce; the Old Mandeville Business Association; Professional Women of St. Tammany and Ladies Achieving Success.
I feel very fortunate to live in a community that is very supportive of non-profit activity. This support has allowed me to receive the following awards: 2015 Spirit Award winner for the Northshore Walk to End Alzheimer's; the 2018 West St. Tammany YMCA Northshore Hero award; and the 2020 Woman's Choice Award from Professional Women of St. Tammany and the key to the City of Mandeville.
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