I joined the team in 2020. I work with Clients to understand their specific needs and to help them achieve their financial goals. I do this by offering comprehensive financial planning, investment, and insurance advice. I have been in personal finance and banking for 11 years. I hold the Personal Financial Planning® designation and a Master of Business Administration from the University of Calgary. I’m licensed in Alberta and British Columbia.
Outside the office I enjoy getting out to the mountains to ski or hike. I also enjoy cooking and spending family time with my wife and two daughters.