I earned a bachelor’s degree in finance from Louisiana State University and a Certificate in Financial Planning from Florida State University. As a financial services professional, I earned a CERTIFIED FINANCIAL PLANNER™ (CFP®) designation from the Certified Financial Planner Board of Standards and I am an active member of the National Association of Personal Financial Advisors (NAPFA) where I served on the South Region Board. I am also an Enrolled Agent.
I founded Bienvenue Wealth, LLC in 2010 to offer fee-only wealth management services to successful business owners, Gen X professionals, and their families. My career-long history in financial services includes an 11-year stint owning my own company on the trading floors of Chicago. M.G. Rivas Financial Inc. represented clients on the Chicago Mercantile Exchange (CME) and Chicago Board of Trade (CBOT). I was a top producer while earning a global reputation for high ethical standards. My international experience as Vice President of BNP Securities USA, a division of Banque Nationale de Paris included running the firm’s fixed-income, derivatives, and equities desks worldwide. Working on the trading floor for over 18 years taught me to thrive as an independent customer advocate. While others were reading about it, I lived it. My passion is assisting your family by providing clarity for life!