"I pride myself in helping clients identify their own financial goals, putting visions and numbers together for the future, and working my way backwards to figure out what we need to do today to make this possible for you."

I grew up in Regina, Saskatchewan and started in the Financial Services Industry in 2000, in various support roles to Financial Advisors, including Administrative Assistant, Marketing Assistant, Marketing Manager, Internal Tech Support and Web Design.

My career with Edward Jones started in 2012. I started working out of the Camrose office, but after just a few very short months, moved my own business to Killam, Alberta. I have hired full-time support staff, renovated our building, and have continued working and building this business since. In 2020, I obtained my CFP® designation, furthering my knowledge of complex financial situations and planning. I love learning new things and continue to take additional courses, information and designations.

My husband Kevin and I have two very busy boys involved in various activities. We enjoy camping, boating, skiing, ATVs and off-road vehicles and travelling.

My passion is helping others achieve their financial goals. I provide a systematic process, with personally tailored solutions to each family. Our process of contacting clients brings more depth to every relationship, and more customization to each strategy as the needs and relationship change over time. Our annual review process along with different contacts throughout the year help bring a personal, tailored experience to each and every client that we work alongside.

Focus areas

  • Business Owner Considerations
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Camping
  • ATVs
  • Reading
  • Walking

Office Information

Office Hours

Office Hours
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing
Email Me

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