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I am a 19-year veteran of the financial services industry and hold designations as an Accredited Portfolio Management Advisor and an Accredited Domestic Partnership Advisor. Before beginning my career with American Express Financial Advisors, I spent several years as a behavioral health counselor. My experiences working in behavioral health provided invaluable insight and understanding of investor behaviors.
In 2010 I relocated to New Orleans to partner with Rufus Cressend. Together we developed Waterfront Wealth Management, an innovative financial advisory practice that focuses on meeting client needs with a collaborative approach utilizing the unique talents of the entire advisory team.
As a female in the financial services industry, I recognize firsthand the unique challenges that women may face in building financial security. Too many times I have worked with women that are uprooted due to divorce or an unexpected death. I want to ensure women have a trusted advisor that can help navigate difficult financial transitions and hopefully avoid such challenges by proactively building financial security.
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