Our Team

Thank you for visiting our website and viewing my business profile. I was born and raised around the Baton Rouge area. I graduated from Denham Springs High School and married my high school sweetheart. We have a wonderful son (90% of the time, < laughs>) and we are blessed to be his parents. Upon graduation from high school, I served 8 years in the United States Marine Corps. I worked in logistics my first enlistment and in 2003 deployed to Iraq in support of Operation Iraqi Freedom. When I returned, I re-enlisted and taught marksmanship to entry level recruits.

Upon completion of my enlistment with the Marines, I received an Honorable discharge and went to work for Edward Jones investments in 2007. I had a very successful tenure at Edward Jones and it was a great experience while I was there. I have been an independent financial advisor since 2011. I wanted to be free of the sales pressure that investment firms place on financial advisors so I could focus more on helping people and not sale them what an investment firm thinks is appropriate.

I focus on solution based investing and this involves your goals, your dreams, and your risk tolerance. Once we establish all of those aspirations, I create an investment plan that will assist you in achieving them. Investing is a faith based practice and it takes patience.

I know you may be considering other Smartvestor Pros from the area. We are all qualified and have a desire to help people but what makes me different is… I am a Marine. I served this nation proudly and I went to war when called upon. I know what it takes to have a vision and stay the course when fear comes. Whether you are fearful in a recession or in a combat zone, our preparation and diligence will deliver our success. Thank you for your consideration and taking the time to read my profile summary. Below I provide a list of important information about my experience, education and how our office operates.

Dave Ramsey ELP Program :

• I have worked with Dave Ramsey Listener’s as an ELP since 2012.

Education:

• Bachelor's Degree in Accounting from Park University
• Master's Degree in Personal Financial Planning from the College of Financial Planning

Designations and Licenses:

• Master Planner Advanced Studies (MPAS)
• Accredited Asset Management Specialist (AAMS)
• Series 7, 66, 24
• Life, Health & Accident Insurance license

Things I would like you to know:

• My office is a team of licensed professionals. We work hard to give you the best service and best advice to fit your family's needs.

• I have clients in the Lafayette, New Orleans, Slidell, Hammond and Baton Rouge Area. I will gladly travel to your home if that most convenient for you. Please don’t let a car ride be an obstacle that would get in the way of working with me and my team.

I am a native of Baton Rouge, Louisiana. I graduated high school from The Dunham School in Baton Rouge and then went on to attend Louisiana State University where I finished with a Bachelor of Arts and Science degree with a concentration in general business. After college, I went to work for Edward Jones Investments where I worked as a Branch Office Administrator (BOA) alongside Josh Sparacino. When Josh transitioned from Edward Jones to LPL Financial,  I took a job as an accountant, managing financial statements and budgets for a large church in the Baton Rouge area. I am currently an account and office manager for the team. I assist with the administrative support, marketing management, and client service tasks in the office. I currently hold a Series 7 registration with LPL Financial and Real Estate license.

Outside of the office I enjoy spending time with my husband Thomas, and son Hank. We are truly love the outdoors and taking advantage of the Louisiana culture and cuisine.