In my work, communication is key. It involves sharing information, asking questions and listening with intention – and it's an active process for both of us.

I can only build a financial strategy tailored to your life and your family if you share what you value most and what you're most concerned about. Then by listening carefully and asking the right questions, I'm able to get a true understanding that allows me to make recommendations for investing and protecting your money that are tailored just for you.

Then we switch roles. I'll share what I recommend for your situation. If your concern was about how much you need to live comfortably in retirement, we'll talk about that. If you're a business owner needing a succession plan, I'll share how I've addressed that. From start to finish, I'll explain what I recommend and why, and it'll be your turn to ask questions and listen so you fully understand everything I recommend.

Finally, we'll partner for the long-term to help you stay on track, no matter what obstacles – whether market-driven or personal – come your way. You'll hear from us when it makes sense to review and update your information. We'll reach out if it's time to rebalance to stay on track. We'll personally call when market downturns result in frightening headlines in order to answer any questions and help you feel confident in the strength of your financial strategy. We have an open-door policy and a quick response time. If life changes or there's an emergency, we'll get you an appointment within 24 hours.

Our team includes Sr. Branch Office Administrator Elaine Trackl and me. We've worked together for seven years and are both involved in the community through activities like family fishing events and the walking group that Elaine leads.

While I love camping and other outdoor recreation, my superpower is bass fishing. My wife of 17 years and I are empty nesters and crazy for our role as grandparents – gratefully, our toddler grandson lives nearby

My Personal Interests

  • Fishing
  • Hiking
  • Personal Fitness

Office Information

Mailing Address

P.O. Box 1080 Summerland, BC V0H 1Z0

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

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