I am a native of Southeast Louisiana where I grew up fishing for redfish and speckled trout on the weekends. I attended Ben Franklin High School and The University of New Orleans, where I graduated with a bachelor's degree in business administration, entrepreneurship and management, and was president of the Theta Kappa Chapter of Delta Zeta Sorority. My husband and I welcomed our first child, a baby girl, in August 2020.
I'm very proud of my work ethic, having worked since I was 12. Before I pursued my dream of becoming a financial advisor, I followed in my family's footsteps and built a career in the oil and gas industry. This background helps my local clients in the Southeast whose livelihoods revolve around the health of the energy, marine and maritime industries of the Gulf of Mexico feel deeply understood.
Family, faith and kindness are central to our values. We treat our clients like family, and their trust enables us to deeply serve their loved ones in turn. This starts by first understanding what's important to you, then following my established process to create an effective strategy that is tailored to your unique situation to achieve and exceed those goals. From there, we partner together long term to help keep you on track to reach your goals no matter what inevitable changes life brings.
We strive for excellence and take pride in our exceptional client service! We are deeply grateful for the opportunity to serve the Gulf Coast and welcome clients to our new branch office location at 1350 Magazine Street, Suite A, in the beautiful Lower Garden District of New Orleans!
My Personal Interests
- Outdoor Enthusiast
Phone NumberTricia B Barrera at (504) 208-9311
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