Our Firm

As a Certified Financial Planner^TM, it is her lifelong mission to simplify personal finance and make financial planning understandable, impactful and accessible. She began her career by earning a Chemical Engineering degree from Tulane University. She obtained her MBA in Finance from Northwestern University – Kellogg School of Management. After decades in roles at Shell, Morgan Stanley, HLHZ, Goldman Sachs, and Bank of America, she founded Seren Wealth Advisors to help clients attain long-term financial security. Her extensive financial background, which includes licenses in financial advisory, life and health insurance and real estate, allows her to provide clients with a comprehensive advisory experience.

She coordinates many levels of business operations, including marketing, compliance and customer relationship management. She holds bachelor's degrees in Business and Psychology from Vanderbilt University. She actively supports our mission of helping clients achieve their financial goals through data-driven wealth management. She believes there is nothing better than providing clients the confidence and peace of mind that comes with financial control and independence.