To my role as a financial advisor, I bring 25-plus years of experience in financial management, process improvement and talent development with experience across several industries including retail, real estate, social entrepreneurship, commercial lending, management consulting and municipal government. I am most inspired by the opportunity to help clients with generational wealth building. Therefore, key components of my practice are financial education, consistent long-term investing and estate considerations.

To date, my career has allowed me to live in several states and travel to multiple continents, but the history, uniqueness and charm of the Greater New Orleans area made it easy to select my forever home. When not serving clients or volunteering in my community, I enjoy cooking, gardening and travel... Essentially anything that allows me to spend time in the sun. Lastly, I hold a Bachelor of Arts in accounting from Michigan State University and a Master of Business Administration from Columbia University.

My Personal Interests

Traveling Spending Time with Family Antiquing Social Responsibility History and Museums

Office Information

Office Address

3300 W Esplanade Ave S Suite 215 Metairie, LA 70002

Office Hours

Office Hours
Weekday Availability
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 By Appointment Only
Sun Closed

Branch Team

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