I was raised on the family farm in rural Alberta by parents with a strong work ethic-I learned that ethic and applied it to my life. I started in the Financial Services Industry in 1993, but I was also employed in the oilfield and road construction industry. Those experiences allowed me to travel and live in many areas of our beautiful province of Alberta. I truly enjoyed the diversity of those work environments, but I always returned to my first love of helping clients at a personal level to make a difference in their lives.
I chose Edward Jones because it allowed me to use a personalized approach and focus on what is important to those I work with. The firm’s philosophy is aligned with my desire to partner with my clients using an established process to help them achieve what is important to them. Building their portfolios with customized strategies and being there at all life stages. I have a heart for the underdog and marginalized. Helping families with special needs loved ones have clarity and peace in preparing for the future of that individual.
I have a strong desire to teach and partner with new investors. It gives me such satisfaction to see millennials understand how to build for their future and immediate goals; removing the stigma of their generation.
I am blessed to be from a large family of 11 and I am a champion for my son, Cole. Cole is my reason why. You will see him in the community of Sherwood Park delivering his weekly flyers with his support team from Robin Hood Association. I have now relocated closer to my office and live in Fort Saskatchewan. I recently joined the Chamber of Commerce and looking at other activities to be involved in my community and meet new people.
I fill my personal time with my family, church, traveling, reading, journaling and hiking/walking.
- Retirement Income Strategies
- Wealth Strategies
- Education Savings Strategies
- Special Needs Financial Considerations
- Socially Conscious Investing
My Personal Interests
- Art & Theater