I have been working as Financial Advisor with Edward Jones since 2016 and I have a vast knowledge of the financial services industry and what it takes to grow a successful business. I have 11 years of experience working in financial-related fields and 10 years as an entrepreneur. Early in my career, I travelled to Canada and the U.S.A with responsibility to monitor banking, payroll, and inventory for a network of offices. I have run various small businesses from home while my children were young.

My mission is to provide my clients with an unprecedented level of personal attention. I'll be thorough and diligent in building your portfolio, and provide clear explanations to ensure that you have complete comprehension about the information I am providing to you. I will give you honest and transparent answers to your questions, and work with you in a spirit of partnership as we work towards your goals. I firmly believe that everyone plays a role in their financial future, and I strive to turn dreams into goals, goals into reality.

I am unwavering in my dedication to you, your business and your family and I only ask for the same dedication in return. I understand that changes don’t happen overnight and I promise to be there every step and question along the way.

I have three children that are now young adults – one in Bellevue, Washington; one in Copenhagen, Denmark, and one here in Kelowna. I have a passion for personal growth, acting as both a practitioner and client for life coaching. When not in the office working with you on your goals, I can either be found volunteering one-on-one with individuals within the community finding unique solutions that improve their lives or out in nature reconnecting with our beautiful Okanagan Valley.

Focus areas

  • Business Owner Considerations
  • Charitable Giving
  • Employee Stock Options
  • Wealth Protection Strategies
  • Socially Conscious Investing
  • Estate & Legacy Strategies

My Personal Interests

  • Culinary Arts
  • Fine Dining
  • Camping
  • Gardening
  • Health & Nutrition

Office Information

Office Hours

Office Hours
Mon 08:00AM - 03:00PM
Tue 07:30AM - 03:00PM
Wed 07:30AM - 03:00PM
Thu 07:30AM - 03:00PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

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