With years of experience caring for clients and a degree in business and psychology, LaToya is well prepared to help investors navigate both the emotional and the financial aspects of their wealth-management decisions.

While LaToya puts much of her focus on helping others, she also appreciates learning from her colleagues, studying the way CD Wealth’s financial planners offer clients advice and looking for ways to complement her teammates’ work styles.

“We just have a high level of customer service. We’re there through every step, with multiple touchpoints for our clients. It’s because we really care.”

Her attention to detail and her full-service approach make her an invaluable asset as well, whether she’s handling tax statements, walking clients through account conversions or required minimum distributions — or just picking up the phone to answer everyday questions, all with the goal of delivering the highest level of care for clients’ individual needs.

“I like that it’s client-led; it would be selfish if it were advisor-led,” she said. “Service is a big part of my personality. My husband and I have a ministry in our home. At church, we serve. At home, we serve. We serve our family. So it’s a personal thing.”

Certifications: FINRA Series 7, Series 66

Education: Texas Woman’s University — Bachelor’s degree

Contact: Email | LinkedIn | Phone | vCard

Check LaToya’s background on FINRA’s BrokerCheck.