As an Edward Jones financial advisor, I enjoy developing long-term relationships with my clients in which you have the opportunity to build wealth and leave a legacy. We accomplish this by using an established process to build a personalized strategy that will help achieve what's most important to you.
Prior to Edward Jones, I moved to St. Charles Parish to shorten my commute to a local CPA firm in Metairie, LA. With over a decade of prior experience in income tax and accounting services, I decided to utilize my skills in helping people in the financial services industry. I really enjoy building relationships with others. My passion is to help you focus on building a strategy for retirement, protect your family from the unexpected and create a plan for your estate.
A 2005 graduate of the Nicholls State University, I hold a bachelor's degree in accounting as well as my CPA certificate. I am a member of St. Charles Parish Rotary club and enjoy giving back to our community. My husband, Michael, is from St. James Parish and we have a son, Preston, and daughter, Allie.
Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.
Office Address2400 Veterans Blvd
Kenner, LA 70062
Phone NumberKatina Summers at (504) 375-2149
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 04:30PM|
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