SENIOR ADVISOR, CFP®
EDUCATION
Bachelor’s Degree in Applied Economic Management, Financial Planning, Virginia Tech
COMMUNITY
Chicago Elite Volleyball Coach
MY FINANCIAL SERVICES CAREER BEGAN IN 2015
I began in the financial services industry in 2015 as a service advisor. Over my career, I have worked on being able to find the intersection of the day-to-day processes of the financial world and the bigger picture planning to help clients achieve their private vista. I also deeply enjoy developing a guide for clients to help them navigate their psychology behind finance and the numbers they see on the page. My experience as a collegiate athlete has prepared me with the work ethic and dedication needed to perform at the high level, I expect of myself and that I hope to offer my clients.
MY PRIVATE VISTA
As much as I love living in Chicago, having the opportunity to go back home to Louisiana is a huge part of my private vista. New Orleans will always have a place in my heart from the food, the music, and the hospitality. Mardi Gras is one of my favorite holidays and has always been a time for family and fun. From the extravagant balls to being on the streets, every aspect is different and amazing to be a part of. Another part of my life will always be volleyball. I played at Virginia Tech and it has been a big part of my life since I was young. I have coached for many years and in different states. I currently coach for a local club in Chicago and continue to play as often as possible.