As a little girl growing up, I remember overhearing my dad say, "If only I would have known sooner," when speaking about his retirement savings with friends. I finally asked what he meant; he shared that he felt if someone would have sat him down and taught him a little about saving and investing when he was younger, that he would have started earlier and saved more for his family's future. This is when I knew I wanted to be that someone for my friends, family and community.
I began growing my practice 16 years ago and am joined by Janice Granier (22 years) and Tammie Breaux (26 years). Both are talented branch office administrators who provide excellent support and service to our clients. Together, we strive to help make sure our clients are all set when it comes to their financial needs.
The value we provide is to help you reach the financial goals important to you. We use an established process to accomplish this and partner with you for life to help keep you on track.
In 2004, I graduated cum laude from Nicholls State University with a bachelor’s degree in finance.
I hold the AAMS® designation and have earned the CFP® certification. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services.
When we're out of the office, Janice shares a hobby for classic cars with her husband, enjoys working out and spending time with friends and family. Tammie enjoys spending time with family and friends, especially her granddaughter, fishing with her husband and yoga.
As for me, I enjoy meeting my girlfriends for lunch to talk about our latest book club read. I also love to travel around our beautiful USA and the world with friends and family. But when I am at home, you will probably find me relaxing on my patio with my husband, our cat, Hazel, and a glass of wine.
- Retirement Income Strategies
- Retirement Savings Strategies
- Portfolio Reviews
- Insurance & Annuities
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
- Wine Collecting/Enthusiast
- Active Lifestyle
- Home Décor
Office Address5937 West Main Street
Houma, LA 70360 opens in a new window
Phone NumberLena A Cortez at (985) 851-6500
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 03:00PM|
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