
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn More"Look for the helpers. You will always find people who are helping." – Mr. Rogers' Mother
Those closest to me would say that I am a helper by nature. I believe it's the reason I became a Financial Advisor. I have always enjoyed listening to people and developing relationships built on understanding, trust, integrity and respect.
As a Financial Advisor, I have the privilege of partnering with my clients to realize their long term financial goals. Together, we discuss what is truly important to them. We focus on goals they would like to realize for themselves, their family and their business. I create a plan based on those goals and we partner together in achieving them. It's important to know that goals, just like life, change, and that's ok. Our relationship is one that is fostered on regular communication and we make adjustments as needed along the way. I am here to keep you on track and coach you all the way to the finish line.
Family and community are really important to me. When I'm not in the office, you will find me spending time with my family. I am a member of 100 Women Who Care and an Awesome Trustee for Newmarket. I can often be found supporting some charitable initiative in the community. I also love spending time outside connecting with nature, being creative in the kitchen, painting, cycling and reading.
If you would like a consultation on your personal finances, please don't hesitate to call or send me an email. I am here to support you on your journey to financial success.
If there is someone who you believe would benefit from being introduced to me, please don't hesitate to send me their contact information. I would be happy to reach out to them and see if I can help.
Weekday | Availability |
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Mon | 09:00AM - 05:00PM |
Monday | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Tuesday | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Wednesday | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Thursday | 09:00AM - 05:00PM |
Fri | 09:00AM - 05:00PM |
Friday | 09:00AM - 05:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Weekday | Availability |
---|---|
Mon | 09:00AM - 05:00PM |
Monday | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Tuesday | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Wednesday | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Thursday | 09:00AM - 05:00PM |
Fri | 09:00AM - 05:00PM |
Friday | 09:00AM - 05:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn MoreNeed help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quizWe use an established process to help you reach your goals.
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