After 23 years as a professional fundraising executive in Victoria and raising millions of dollars every year for charities to fund programs benefiting people in need, I decided it was time to turn my financial skills to helping individuals, families and businesses achieve what's important to them. After being away for 30 years, it was my dream to move back to my home town of Port Alberni. When Edward Jones wanted to open a branch there, I jumped at the chance to come home. I opened my new Edward Jones Branch Office in Port Alberni on February 27, 2020. I'm excited to reconnect with old friends and to serve people who need a trusted advisor in this community. I also look forward to getting involved, using my fundraising experience to help local charities in Port Alberni serve people in need in our community.
I chose to become a financial advisor with Edward Jones because our unique established process enables me to create personalized financial and investment strategies to help people achieve their life dreams. As a fundraiser, I had the pleasure of working with donors from all walks of life. I'm glad giving back to community is still part of my conversations with clients. I love that I get to live my clients' dreams with them.
My professional and business background helps me understand complex financial goals . I know the importance of developing a strategy and seeing it through. I start by working with you to define your goals. Does that include saving for a new home, putting your children through college or university, saving for your dream retirement or something else? Every strategy and solution I recommend is based on what's important to you.
I believe meeting face to face builds stronger relationships and that’s important to me. That's why I still make good old-fashioned house calls part of my advising practice. I look forward to the opportunity to be of service to you and your family. Call me for a free financial strategy consultation.
My Personal Interests
- Art & Theater
- Horseback Riding
- Spending Time with Family