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 my Edward Jones office in Fernie BC in 2000. I hold a Bachelor of Management degree and Certified Financial Planner designation. I have been serving the Elk Valley and clients nationwide for over 20 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 their clients has created a successful practice that has resulted in an award winning branch.

My support team, Tara Beck, Chelsey Hess and Sondra Pollock, have over 35 years of financial experience and here to serve you with excellence. We partner with select families and small business owners to organize their finances by using an established and customized process. We specialize in tailored strategies to grow and protect wealth, save taxes, create investment and retirement income, transfer wealth to the next generation, and transition clients into retirement.

I have always had an interest in finance and my parents, first generation Canadians, taught me the value of a dollar. A native of Fernie, I graduated from the University of Lethbridge and then I began my financial career in Alberta before coming back to Fernie to open my 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.

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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