We have a collective experience in finance that spans over two decades and includes extensive knowledge of investing, financial operations, insurance, and asset management for both individual and institutional investors.
The firm takes an innovative approach to working with clients, and prides itself on its approach to both educate as well as implement sound investment strategies.
The firms’ core values of Integrity, Strength and Excellence are at the heart of every relationship that it builds.
“We care about the lives of the people we work with, and we’ve built a practice that incorporates education on the essentials of wealth building, with sound investment strategies to help our clients build wealth and manage risk. We provide our clients with a truly holistic way of achieving their goals. At Papillon Financial, we believe that a healthy financial portfolio can support you through many elements of change in your life, and we are dedicated to helping our clients build wealth as life changes.”
I am a proud Jersey girl from Montclair, NJ. However, for a few years I traded in the city lights to learn some southern hospitality. I attended North Carolina Central University, where I graduated with a Bachelors of Business Administration (BBA) with a concentration in Marketing.
Upon graduation I entered the banking industry and later became engulfed in learning more about personal finance and investment management.
My entrepreneurial bug was ignited when I became the lead financial representative, assisting in the growth of a start up State Farm agency in Durham, NC.
As my career progressed, I held various financial advisory roles, which also included hybrid sales/management positions. My diverse background gives me the ability to assist my clients with not only understanding a seemingly complex industry, but also helping them make better decisions about their financial lives.
Upon moving back to the NYC area in 2011, I headed to Merrill Lynch and then to a boutique wealth management firm located on Wall St. There, I met my business partner Shurnette Henry, and with our common vision and passion, created Papillon Financial.
I am an avid cyclist, fitness coach, and overall active person! I love traveling and spending time with my family and friends. I am a member of Delta Sigma Theta Sorority Inc, a previous mentor with the Ben Applebaum Foundation in NYC and a previous Financial and Entrepreneurship Facilitator with the New York Mission Society.
My goal in life is to empower others to challenge themselves to make their visions a reality!
Moving to New York from Toronto Canada was one of the scariest things I’d ever done. I was taking a chance with no assurances and leaving the comfortable and familiar life that I’d always known.
However, if I had not made this life transition, I would not be on this amazing journey of equipping people with the right financial tools so that they can live their own dream.
After 15 years in finance holding various trading, managerial, operations and account management roles, I feel most gratified by the opportunity to work as an advisor to clients who trust me to guide them toward financial strength.
In addition to managing my clients’ assets, I’m passionate about education, which is why we’ve created our signature program “PEAK” (Proactively Educating & Acquiring Knowledge). Since we launched, we’ve seen a high success rate, and the momentum is growing.
When I’m not managing assets or teaching others about financial wellness, I’m reading a good book or watching a great movie. I’m spending time with my family and finding new ways to make my little cousin laugh. Just loving life, and wanting others to enjoy it just as much as I do!