- Personal Wealth Management Services
- Personal Financial Planning
- Personal Insurance Services
- Investment Management
- Estate Planning
- Wealth Preservation
- Retirement Plan Services
- Employee Benefit Education
- Executive Compensation / Retirement Analysis
- Request for Proposal
- Series 7
- Series 9/10
- Series 66
Held with LPL Financial.
- BA – University of Louisiana, Monroe
- Northwestern State University, Natchitoches, Louisiana
LPL Financial Advisor in New Hampshire
“The principles you live by create the world you live in; if you change the principles you live by, you will change your world.” – Blaine Lee
I work alongside clients to help them identify, progress toward, and pursue their most meaningful financial and life goals. Drawing on my varied experience in the financial industry, I use my unique abilities to describe and connect my clients’ goals with strategies that will guide them towards success. I entered the financial world in 1992. Prior to joining Gateway Financial Services and LPL Financial, I worked for Hilltop Securities, Southwest Securities, Merrill Lynch, and Charles Schwab.
Day in my life
I am married, have three son’s and two spoiled dogs, Sandi and Oscar. I was born and raised in Baton Rouge, LA, but now reside in Manchester, NH after spending 12 years in Las Vegas, NV. We love New England! I enjoy spending time with my family, hockey, college football, gardening and cooking classic Cajun/Southern dishes for my family and friends. I am the reigning Jambalaya Cookoff Champion for the LSU Alumni Las Vegas Chapter, the Sin City Tigers!
My husband Adam and I will be empty nesters come Fall 2021, as our youngest son will be leaving for Cleary University in Howell, MI, where he plans on getting his Business Management degree and play hockey for their ACHA D1 team. Go Cougars!