Risk in investing is real, and it can play with your emotions. I'm here to tell you, it doesn't have to be that way.

While it's easy to overstate your risk tolerance (which doesn’t matter when you're earning money), you may be unpleasantly surprised – losing sleep even – when the markets fall and your investments suddenly lose money. That's why you need a financial strategy – one that navigates effectively through market fluctuations, one that keeps your family protected and one that keeps you on focused on reaching your goals rather than panic selling or impulse buying.

In my 13-year-old practice, I partner with clients to work toward retirement, estate consideration and tax mitigation strategies. I believe in ongoing, frank dialogue that result in clients feeling confident in their decisions. I purposefully keep the number of clients I serve relatively low so that each one receives the individual service and support that is the hallmark of our branch team.

Our team includes Sr. Branch Office Administrator Christine Olson. She's been in financial services for 30 years, so she's knowledgeable and efficient. More than that, she's a joy to be around, and clients love her.

I've taken the time to earn the Certified Financial Planner (CFP) designation which holds me to a higher standard for knowledge, ethics and service. Last year, I started working toward another designation which educates me even more about socially responsible investing.

I value social responsibility and formerly served as director of the Couchiching Conservancy. My personal passion is building – decks, furniture, you name it. And my therapy is kite boarding. I have two grown daughters who, I'm proud to say, are successful in their own right.

If you think we might be a good match, give me a call. I'd like to know more about you.

My Personal Interests

  • Outdoor Enthusiast
  • Social Responsibility
  • Surfing

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

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