Introductiion
With over 22 years of experience in the insurance and financial services industry, I have dedicated my career to helping individuals and families confidently navigate complex retirement decisions, including options like Annuities, IRA's, and Medicare Supplements. Originally from Louisiana, my passion for the field began when I witnessed my own parents struggle to understand Medicare — an experience that inspired my lifelong mission to educate and empower others who are planning for retirement.
As the youngest of six siblings, I bring a strong sense of family, service, and community to my clients. My approach is rooted in a deep commitment to helping clients save money and protect their income and assets while truly enjoying retirement.
I believe that financial guidance should be both personal and practical, and I take pride in making a lasting impact on the lives of those I serve.
About Us
FAMILY
Louisiana Native and resident of Tennessee since 2017, I have a passion for sports, travel, and food.
CAREER
With 22 years of experience helping people navigate their retirement decisions, I specialize in planning for retirement and protecting assets.
SPECIALTIES
Medicare Supplements provide essential coverage alongside Original Medicare. Consider options like Annuities and IRA's to protect your assets and future income. Various life insurance types, including whole, term, and universal give your loved ones peace of mind that you've provided a legacy in your absence. Protect your income with disability income protection, and don’t overlook dental and vision insurance. Additionally, critical illness insurance and long-term care coverage are vital components to factor into your retirement decisions.
PRODUCTS
MEDICARE COVERAGE
Medicare A & B enrollment support is essential for making informed retirement decisions. Whether you are considering Medicare Supplements or exploring Medicare Advantage Plans, it's important to understand how these options fit into your overall financial strategy, including Annuities IRA and Medicare Part D Rx Plans.
FINANCIAL / RETIREMENT SAVINGS
- Annuities (Fixed, Indexed, & Immediate)
- Traditional IRA's
- Roth IRA's
- SEP IRA's
- 401K, 403B, TSP Rollovers
- CD alternatives
- Retirement Income Strategies
LIFE INSURANCE
Term Life, Whole Life, Universal Life, and Final Expense plans are all important options to consider when making retirement decisions. Additionally, Children's Whole Life policies can provide financial security for younger generations. For those looking to secure their future, exploring Annuities IRA and Medicare Supplements can further enhance your retirement planning.
LONG TERM CARE COVERAGE
Traditional / Standard Plans for retirement decisions can include options like Annuities IRA and Medicare Supplements, while we also offer customized plans to meet your specific needs.
DISABILITY INCOME PROTECTION
Customized plans tailored to fit your career, income, needs, and budget, including options for Annuities IRA and Medicare Supplements to enhance your retirement decisions.
DENTAL & VISION
Stand-alone plans are available, including options like Annuities IRA and Medicare Supplements, to fit every need and budget for your retirement decisions.