Feeling comfortable with your financial professionals cannot be overrated. You'll be talking about some very personal things – your money, your family, your future, your dreams. I took this to heart when I moved to the West Kootenays over 10 years ago when I sat in the lobby of the financial institution I worked for.

Today in my role as financial advisor, I choose to create an environment where you'll feel relaxed and valued as we talk about where you are financially, where you want to be and how to get there. We will review not just what investments I recommend, but why. We'll address different strategies to achieve not only short-term goals but taking a holistic approach to achieve goals throughout all your different life stages.

My practice is well suited to serve families – young or retired, small or large, and often multi-generational. I take pride in the trust we've built, evidenced by the quality of our long-term relationships and the number of unsolicited referrals they send my way.
I've been in financial industry for over 10 years and I've purposefully chosen to work with Edward Jones because our philosophies are so well matched – deliver a world-class level of personal service, plan for the long-term and consider the full breadth of clients' lives. Add to that how, without being tied to proprietary products, I'm free to explore the world of investments to find the ones uniquely tailored to your goals and your situation.

My husband and I are originally from the east, and we're as different as stocks and bonds, but just as complementary. He's outdoorsy while I'm more of a city gal. It's likely no surprise, then, that two of our favorite things to do with our 11- and 13-year-old kids are ski and bake.

I'm interested in hearing all about your family and your future goals and I would love to be a part of your journey

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Intergenerational Planning
  • Wealth Strategies
  • Education Savings Strategies

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