Helping Clients in Texas
About Bat
Originally from Louisiana, I’ve called the Houston area home since 2014. After spending several years in corporate finance and marketing, I decided to pivot my career to something more fulfilling—helping others work toward their financial goals. For over seven years, I’ve specialized in financial planning and crafting diversified investment portfolios tailored to each client’s unique retirement needs.
I hold a Bachelor of Science in International Trade and Finance from Louisiana State University and have further enriched my education with studies in Spanish at the Universidad de Granada.
Outside of my professional life, I’m passionate about spending time with my family, whether it’s fishing or tending to my farmland. I also own and operate a bar in Southeast Texas, where I’m actively involved in supporting the local community.
Registrations and Licenses
FINRA registered (Series 7, 66, held with LPL Financial)
Life, Disability, Long Term Care and Annuity Licensed
TX & LA Health & Life Licensed