Hearing stories and experiences from my clients and how that informs what is important to them is what motivates me. I believe the reasons behind why we work together is just as important as how we work together.

I love to travel and often my clients do as well. How we work together is like planning a trip. You pick a destination, figure out how to get there, then get excited for the day of departure as you pack your bags. I want to understand what's important to my clients, their families, and their specific situation, I want to know the destination. I use an established process to show how they can reach their goals, how we get there. Then we partner together throughout their lives to ensure they stay on track, making sure to celebrate once they've achieved their goals.

I'm passionate about building my practice in Lethbridge as I grew up here. I stayed through university and completed my Bachelor of Management degree. After 10 years in Calgary, I moved back with my husband and young son to be near our families and grow with this vibrant community.

In our free time we enjoy local events, road trips to family and friends across BC and Alberta, and planning our next vacation. My other interests include the arts, reading, golf, and fashion.

Focus areas

  • Education Savings Strategies
  • Retirement Savings Strategies
  • Socially Conscious Investing

My Personal Interests

  • Art & Theater
  • Traveling
  • Golfing

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
  • Weekends
  • Web Conferencing

Branch Team

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