Lu-Anne has been working for nearly 15 years in the financial planning field. She received her Bachelor of Science in Mathematics from the University of Alabama. This is her second act after taking early retirement from BellSouth Services where she had worked in Regulatory and Project Management. She earned her Series 6 license in 2004.
Lu-Anne serves our clients in the areas of Client Communications and Client Service Meetings.
Lu-Anne is single and spends too much time with her two cats. Lu-Anne enjoys traveling, reading, exercising, and watching sports.