I am proud to be a Financial Advisor with an award winning firm like Edward Jones. I began my career in the financial services industry in 1996 and opened our Edward Jones office in Fernie, BC in 2000. I hold a Bachelor of Management degree and a Certified Financial Planner designation®. I have been serving the Elk Valley and clients nationwide for over 25 years.

In 2003, I was named a limited partner with Edward Jones. Over my Edward Jones career I have held and continue to hold strategic leadership roles within the firm coaching and mentoring new and existing financial advisors. My team's passion for helping clients has created a successful practice that has resulted in an award winning branch.

Myself and my support team, Chelsey Hess, Michelle Kucera, and Sondra Pollock, have over 35 years combined financial experience and are here to serve with excellence. We partner with select families and small business owners along with their CPA, attorney and other professionals to organize their finances with an established and customized process. We specialize in tailored strategies to protect wealth, save taxes, create investment and retirement income, transfer wealth to the next generation, and transition clients into retirement.

I'm a graduate from the University of Lethbridge, and I began my financial career in Alberta before coming to Fernie to open our office.

When I'm not in the office you can find me on my bike, enjoying the back country or manning the barbeque for my family and friends.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Business Owner Considerations

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 Closed
Sun Closed

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