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The ability to impact lives has always been my goal. I strive to serve clients in an unbiased fashion with the support of a strong team of home-office professionals. I focus on helping a select group of individuals, small businesses and families develop and implement comprehensive financial strategies.
My clients all face many of the same challenges: Will I have enough money to retire? Will it last long enough? Will I be able to do all the things I want to do? Will I be able to afford to send my children to college? What will happen to my family's future if something happens to me along the way?
How we answer each question is based on how well we plan. Using my established process, I get to know what is most important for my clients, then organize their assets and debts to benefit those goals. I partner with them and their other financial partners for a lifetime, guiding them and adapting as needed to keep them on track. I help my clients avoid emotionally-driven decisions that could end up hurting their ability to achieve their goals.
I received my undergraduate degree from Georgetown University in Washington, DC. I hold my Life Accident and Health Insurance Agent License, FINRA 7 and 66 registrations, and am licensed in Louisiana and numerous other states.
Outside work, I have been active with volunteer efforts at my girls' schools, the Girl Scouts of America and local charities, and I serve on the Board of the Gulf South LGBT Chamber of Commerce, the PFLAG New Orleans Chapter.