Are you looking for someone who hears you, understands you and wants to partner to achieve your goals? I'm listening.
Who am I? I am a community-minded individual, passionate about helping individuals, families and businesses reach their goals. I have years of experience in business; from holding executive roles, to being a business owner myself and even sharing my knowledge as a university instructor. I am an entrepreneur through and through and understand the challenges small and medium businesses face. Problem-solver, people-connector, educator. I'm here for you.
Maybe we have already met? I believe in actively giving back to my community. Organizations like Rotary, Community Futures and the Chamber of Commerce are important to me. I have been a volunteer on a variety of boards over the years and I am a 20+ year Rotarian.
I know how hard you work to create the life you dream of, a business and family you are proud of and the financial resources to protect it all. I can help.
My focus is on building strong relationships, creating personalized strategies, and adding value to help achieve your goals and plan for the future you dream of.
Please reach out. Tell me what you dream of. [email protected] or 250-377-3885.
- Business Owner Considerations
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
My Personal Interests
- Culinary Arts
- Home Décor