Investment Executive

I help energy and petrochemical professionals turn a lifetime of savings into retirement income they can rely on. 

I’ve guided energy and petrochemical professionals since 1997, helping them navigate market cycles — from the dot-com bubble and 2008 crisis to energy downturns and COVID.

 Retirement raises a key question: how do you turn a lifetime of savings into income you can rely on? I help families create sustainable, two-person income streams that support the life they’ve built.

 After starting my career in Norman, Oklahoma, and gaining experience in Houston’s energy corridor, I planted roots along the Gulf Coast. The people I serve are neighbors, friends, and families whose careers demand resilience and focus.

My path was shaped early. Losing my father at 49, I watched my mother raise six children while managing financial challenges. That gave me lived empathy and deep respect for guiding families through transitions.

I’m not a sales rep, back-office advisor, or lender. I am a retirement income strategist who listens first, then builds strategies that fit your life, not just the markets.

 I’ve walked this road. I can walk it with you.

 My husband Ed and I live along the Gulf Coast in southern Louisiana. We value family and friends, enjoy cooking together, and treasure opportunities to travel — exploring the world and reconnecting with the history that shapes our own family stories.

If retirement is on your horizon — or already here — I welcome the conversation.

Born in Southwest Louisiana, Jayden serves as a Client Service Associate, bringing fresh energy and a strong drive to the team. He recently graduated from McNeese State University with a Bachelor of Business Administration and expanded his foundational skill by completing an internship within the commercial banking department at First Horizon Bank. Eager to grow within the industry, Jayden combines his academic background with a strong commitment to supporting client success and delivering exceptional day-to-day service. When he isn't helping clients, you can usually find him losing track of time playing music or spending time with friends and family.