Operations Manager

Grace has over 24 years of financial services and 13 years of management experience.  Prior to joining DL Wealth Management in 2006, she worked as a Finance Administrative Assistant in the Malpractice Insurance industry and an Administrative Assistant in the Accounting industry for several years.  

Grace attended Nicholls State University and completed her Business Management major, with a minor in marketing at University of Phoenix.  She has also completed AdminU, a state of the art program offered through LPL Financial.

Grace helps the office run smoothly and maintains the high level of service we provide for our clients.  Her responsibilities include all aspects of office management and administration, branch compliance, new accounts, public relations and marketing.  She understands the importance of teamwork, quality service, and confidentiality.  Grace is a Terrebonne Parish native and in her free time she enjoys spending time with her family.

Phone (985) 853-2100
Fax (985) 853-2211