Tania brings over 20 years of experience in financial services and insurance to her role as Client Service Associate. She holds her Series 6, 63, and 65 licenses along with Life and Health insurance credentials and is currently pursuing her CFP designation as part of her commitment to continued professional growth.
With a background in finance and a natural inclination toward structure and problem solving, Tania supports clients in navigating the details that create long term financial stability. She is especially passionate about serving women, families, first generation wealth builders, and small business owners who value clarity, organization, and thoughtful planning.
Tania believes financial planning is about building a strong foundation, a financial home designed to protect what matters most and create flexibility for the future. As a mother, she understands how financial decisions shape opportunities across generations and is deeply committed to helping clients feel informed and confident in theirs.
Based in Southeast Louisiana, Tania values lifelong learning and enjoys putting financial pieces together, approaching each scenario like a puzzle designed to bring order and peace of mind.
Outside of work, Tania enjoys traveling to historic and culturally rich destinations, exploring the food and traditions of Southeast Louisiana and beyond, and spending time with her husband and daughter, who is pursuing her own creative path as a floral designer.