Our Approach

We utilize a unique and disciplined approach to your financial success.  I am passionate about working with clients to help them meet their financial needs and plan for the future. I will look at your entire financial picture, including cash reserves and debt management, investments, protection and taxes. I also ask the right questions and listen closely to your answers. That way, you can feel confident that the advice I provide reflects your personal dreams and goals.

Financial priorities differ from person to person. They can also differ from year to year. At NOLA Financial, we think it’s important for you to have a plan that is tailored to your needs and has the flexibility to evolve with you. We take a comprehensive and on-going approach to financial planning.  We get to know you personally — your goals, your worries and your dreams. I then draw on my more than two decades of experience along with my advanced knowledge as a Chartered Retirement Planning Counselor to provide experienced guidance to help you develop a customized financial plan with the appropriate combination of products and services. As your financial advisor, I will be there with you for the long run — making adjustments to your strategies and tactics, helping you stay on track. That’s how I help my clients take control of their financial futures. Life is full of surprises and opportunities. I can help prepare you.