I began my investment industry career in 1996 after nearly 20 successful years as a high school science teacher and swim coach. I am proud to have coached swimmers to the NCAA Division level, along with National Championship qualifiers. I truly enjoyed connecting with students who lacked excitement and get them motivated to learn. Two students in particular changed my life – they were the daughters of a financial advisor.
At parent/teacher night, the students’ father shook my hand, looked me in the eye, and said, “You have changed my daughters’ lives. If there is anything I can do for you, please let me know.” A week later, I was in his office talking to him about how I was going to afford college for my three sons. He told me that being a financial advisor is a lot like coaching – you motivate people to do things they might not want to do in order to pursue a future outcome they desire. He convinced me to enter the investment industry, and I have never looked back.
I hold the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning and the Certified Plan Fiduciary Advisor designation from the National Association of Plan Advisors. I earned undergraduate and graduate degrees from the University of New Orleans.
Outside the office, I enjoy spending time with my wife of 36 years, Lindy, and our three adventurous sons: David, Michael, and Cody. Faith is a very important part of my life, and I am proud to serve as an Elder in my church.
I knew that I wanted to follow in my grandfather’s footsteps and become a financial advisor from a very young age. When I was 12 years old, I saved my hard-earned wages from 10 weeks of dog walking to have my grandfather invest $100 for me. Now, nearly 30 years later, I am pursuing my childhood dream.
After gaining experience in teaching, journalism, hospitality, retail sales management, small business ownership, real estate, and earning a Doctorate in Education, I leverage my business and communication skills to deliver the best experience possible for clients. I made the move to become a financial advisor with Merrill Lynch in 2020 and joined Stifel the following year. Working closely with Paul, I believe the driving force behind our team is a passion for helping and guiding clients as they navigate through various life events in pursuit of their dreams.
Outside the office, I enjoy giving back to my community, traveling with friends, and candle making. I also enjoy playing with my Chihuahua-Dachshund pup, Journey, and all the other four-legged friends who live with me on the horse farm just north of town.
I have been in the financial services industry for more than 35 years – two years as a bank associate and 33 years as a client associate with Merrill Lynch, 12 of which were served as a Resident Director’s Assistant. I joined Paul in 2002, and my favorite part of the job is interacting with clients and helping them address their account-related concerns. I couldn’t be happier with our move to Stifel in 2021. I enjoy being part of our clients’ lives, and as such, our clients have become an important part of my life.
My husband, David, and I have five children: Shanann, Felicia, April, Emily, and Shawn. I enjoy spending time with my children, 16 grandchildren, and one great-grandchild. Together, we play, hike, and celebrate milestones. It is especially exciting when we all can come together at the same time.