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 17 years ago and am joined by Janice Granier (23 years) and Tammie Breaux (27 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, going to the park with her husband and granddaughter, 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, Banks, and a glass of wine.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Portfolio Reviews
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Active Lifestyle
  • Home Décor
  • Wine Collecting/Enthusiast

Office Information

Office Hours

Office Hours
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
Sat Closed
Sun Closed

Branch Team

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