Approaching 20 years in the Financial Industry I still find inspiration in the families with whom I'm fortunate to partner with and the community I enjoy serving.

Every person is unique in his or her needs and goals. It brings me personal satisfaction to team with you to plan, strategize and help realize your goals. Through the years together, we'll adjust and improve your plan to ensure we protect what matters most and build financial success for you and your family.

There's a special place in my heart for families who have the responsibility of caring for a disabled child, as my family has experienced these challenges first hand. I am wholly aware of the complex needs we, as parents carry. It brings me joy and hope to share opportunities to help families take advantage of the many programs available to save for and protect our children's financial future.

Growing up, I was the kid who counted her piggy bank every Sunday, kept ledgers and balanced sheets. I loved seeing how the numbers changed from week to week. As a teen, my dad gave me the book "The Wealthy Barber" and my world changed. I was amazed at the seemingly simple concepts and baffled as to why more people didn't know or take advantage of the information. I knew then that it would be my personal mission to educate, protect and build wealth for as many families as I can, making an impact in this generation, but more importantly on future generations utilizing financial literacy, wealth management and legacy planning tools.

As a member of the Komoka-Kilworth Optimist Club, Hyde Park BIA and Women Making a Difference, I value the growth and knowledge these service organizations contribute to our local and global community.

Our team's mission is to become a household name in our community by inspiring individuals to develop a personalized financial strategy that allows you to dream big, build a secure financial future and help you live your best life.

Together we can make this a reality.

My Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Health & Nutrition
  • Farming
  • Home Improvement

Office Information

Office Hours

Office Hours
Mon 08:30AM - 07:00PM
Tue 08:30AM - 07:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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