I am the Vice President of the Financial Planning Division and am responsible for the preparation and implementation of the financial plans. I am a graduate of the University of New Orleans, where I studied mathematics with a concentration in economics. I earned my Certified Financial Planning (CFP®) designation awarded by the Certified Financial Planner Board of Standards, Inc. as well as The Chartered Retirement Planning Counselor (CRPC®), and Chartered Retirement Plan Specialist (CRPS®) designations awarded by the College for Financial Planning. I began my career in the industry in 2003 and am dedicated to understanding the goals and dreams of each individual and thereby creating a customized plan as a roadmap to help achieve those goals.
In my current role, I balance my time between my personal advising practice, which includes a variety of individual clients and the management of many large 401k plans, and supporting our UWAG advisors in their financial planning needs. I love working with our advisors to share my unique experience in the planning work we do for their clients. From the simple questions that pop up during planning, to the complex full planning processes we support for our clients, everyone in our network has the ability to reach out to me for support any time!
I work with a local association by providing financial services education to its members, am on the advisory board of the New Orleans Education League of the Construction Industry and am a member of the local Toastmasters Club. I am a native of New Orleans and have 3 children.