As a financial advisor, I invest my time to understand what your goals are before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can determine the most effective financial strategy for you.
I earned a bachelor's degree in financial analysis from Louisiana State University at Shreveport (LSUS) with magna cum laude honors. I hold the AAMS® designation, which the College for Financial Planning awards to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
In 2009, I became a financial advisor with Edward Jones and in 2015 became a limited partner with the firm. I serve as the firm's level new leader, responsible for training new financial advisors for their first 12 months.
Active in the community, I am on the board of the Alzheimer's Association and the Military Relations Committee. I also served as chairperson of Minority Opportunity Business Awards.
My branch office administrator, LeAnn Lipscomb, is dedicated to providing you with the highest level of service possible.
We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.