My team and I strive to help individuals and business owners achieve their most important goals in life. I enjoy working with like minded people who may have complex needs, but want a strategy that is understandable, and built upon high conviction concepts. I live with ambitious goals, and love helping others do the same!
I use a thorough 5-step planning process to help my clients discover what's most important to them, and together we build and maintain a high quality strategy that we will enact throughout their lives.
I have over 12 years experience, and I believe in education and staying current. As such, I have received my Certified Financial Planner - CFP™ designation, and I continue to keep learning within this evolving environment. I am also an IIROC licensed advisor, meaning that there is a wide variety of ways we can choose to work together, as no two people are alike.
In 2015 I became an owner in the firm through limited partnership.
My passions are playing music, building things with my hands, getting
outside to hike and camp and gaming and technology.
I believe in helping others, and I have held many volunteer mentor and coaching roles within my region. Most recently I have taken the Key Leader role as performance leader. I have attended several exceeding conferences, which invites advisors that have reached certain success milestones in building their business.
I live in Rocky Mountain House with my lovely wife Rochelle and our 2 children (and a dog and a cat). We enjoy getting outdoors to our little cabin hideaway when we can.
My Personal Interests
- Movies & Entertainment