I grew up and was raised in North Louisiana, West Monroe to be specific. I went on to the University of Louisiana at Monroe where I earned my Bachelor’s and Master’s Degree in Business Administration. I then joined Capital One Bank in 2012 on their retail bank side, then quickly moving up to junior financial advisor of Capital One Investing in Baton Rouge, and eventually moving into my most recent
former role of Senior Financial Advisor, vice president. While at Capital One, I acquired my CERTIFIED FINANCIAL PLANNER™ certification. After Capital One Investing decided to sell the firm to Woodbury in 2018, I made to decision to go independent with LPL Financial and start my own practice. I help clients of all industries and points in their life cycle; small business owners, retirees, and the soon to be retired. Specializing in holistic financial planning including: Retirement, income, tax planning strategies, insurance, and estate planning strategies. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC, www.finra.org www.sipc.org
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