As a financial advisor, understanding what is most important to you allows me to tailor unique strategies to achieve your goals while balancing the other needs in your life. I want to help you not only set up a plan but feel confident you're on track each step of the way. If you'd appreciate a more personal and custom approach to your finances, then I'm glad you found us.

Our office team focuses on helping our clients with more complex financial concerns, whether it's coordinating retirement savings with employer benefits/pensions, strategies for business owners, wealth protection solutions, or tax-efficient investing. I'm happy to work alongside your other professionals as well, including CPAs, lawyers, and mortgage brokers. My skills as a financial advisor are also supported by a team of experts in our home office. Edward Jones is a North American firm that has been helping individuals fulfill their financial dreams since 1922.

In the office I’m supported by my wonderful Branch Office Administrator, Jessica Race. Our mission is to bring you an excellent experience each time you walk through our doors. No 1-800 numbers here – when you reach out you'll get one of us personally, and we are committed to being available to meet or answer your questions in a timely manner.

On a personal note, I grew up in Lethbridge and stayed through university, completing my Bachelor of Management degree with Distinction. After 10 years in Calgary, I chose to move back to this vibrant city with my husband and young son. We enjoy spending time with family, attending local events, road trips, and planning our next vacation. My other interests include the arts, fashion, and giving back to our community.

Focus areas

  • Retirement Savings Strategies
  • Business Owner Considerations
  • Wealth Protection Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Socially Conscious Investing

My Personal Interests

  • Traveling
  • Art & Theater
  • Art Museums
  • Reading
  • Volunteering

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings

Branch Team

Email Me

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