Edward Jones has provided me with a platform to offer financial planning services and fulfill my passion of improving the lives of families in the community. I serve as a partner and mentor to my clients, guiding them through life events and investment decisions, so they can have confidence in their future. Individuals and families can expect to walk away with a comprehensive financial strategy to help achieve their goals. I value personal relationships based on a deep understanding of your unique financial needs. We address a wide range of client goals including retirement strategies, college education savings, tax advantaged investment strategies, estate considerations and insurance needs. If appropriate for your situation and needs, fiduciary financial planning provides a comprehensive plan that includes strategies designed to help meet your goals. I earned my bachelor's degree in finance from Louisiana State University. In addition to the Series 7 and 66 securities registrations, I hold the CFP® certification from the Certified Financial Planner Board of Standards, Inc. My senior branch office administrator, Kristy T. Coco, FPQP®, began her career with Edward Jones in 2004. Together, we strive each day to provide an exceptional client experience and are fortunate to be able to serve the Slidell community. Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it’s convenient for our clients because we recognize the challenging needs of their businesses and their lives.I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.