About

Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.

I have been helping Clients feel confident in their financial future for over 10 years. The reason I went into the financial services industry is to help people. I want to make sure that no matter what life throws at you, you can continue to pay your bills, grow your savings, and eventually enjoy your retirement that you worked so hard to achieve.

I’m proud to hold the CERTIFIED FINANCIAL PLANNER® designation. This enables me to create holistic financial plans to meet the unique financial goals of Clients.

I enjoy living an active lifestyle. You’ll often find me skiing, snowboarding, hiking or playing tennis. I also enjoy travelling. To give back, I have volunteered with Habitat for Humanity and served on the board for a non-profit.

I am proud to be on Alyssa’s team since 2019 as her Administrative Assistant. My main focus is in insurance service. I enjoy building relationships with Clients and helping them reach their financial goals. 

I come from a community healthcare background, specializing in alzheimer’s and other dementias and palliative care. I am a trained end-of-life doula and am passionate about helping others in challenging times. I have technical background in legal terminology and have been doing administrative work for several years.

In my personal life, I enjoy volunteering, reading, knitting, and travelling with my adult son. My personal philosophy is live, love and laugh.