As a financial advisor I have been able to combine my technical nature with my love of teaching. Originally from Alberta, in 1988 I graduated from the NAIT Geosciences Petroleum Exploration program, and in 1997 from the University of Alberta with a Bachelor of Education. Through the years I have attained the Certified Financial Planner®, and Certified International Wealth Manager (CIWM) designations in order to better serve my clients. I have been working in the financial services industry for over twenty years - first in Alberta, and the last fifteen in Kamloops.

I help my clients achieve their financial goals by encouraging them to do the right things with their money, for the right reasons. Taking the time to understand what's important to my clients, their families, and their specific situation, I use an established process to determine what is required in order to achieve each financial goal. Goals may include education savings, preparing for retirement, living in retirement, preparing for the unexpected, and estate considerations. Through the years we partner to ensure that clients stay on track, making sure to review what we are doing and why.

Married for 25 years, my spouse Shauna and I are currently raising two teenage daughters. When not running the girls to dance, you might find us hiking, biking, fishing, golfing, camping, or skiing to name a few. I also help organize and play for two local men's hockey teams.

If you desire goal driven investment advice with a high level of personalized service, give us a call or stop by the branch. We look forward to seeing you!

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

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