About

By the time many Alberta professionals and business owners reach their peak earning years, their financial life has grown in every direction. A pension through work. Registered accounts built over time. Insurance bought years ago. A corporation, real estate, or other assets added along the way. Each piece may serve a purpose, but that does not mean it has ever been reviewed as part of one complete roadmap.

That is where uncertainty starts to creep in. Not because you have done something wrong, but because complexity has a way of building quietly. What once felt manageable can start to feel scattered, hard to track, and difficult to evaluate as a whole.

We work with people who have built real wealth and want a clearer view of how it all fits together. Before anything gets recommended, the goal is to understand the full picture and help make sure nothing important is being missed.

I am a third-generation oil and gas industry professional who spent 24 years in drilling operations. I honed my business skills while managing some of the largest oil and gas business units in the province. I also helped launch two successful service company start-ups during the 2008 financial crisis. This experience has served me well as an advisor at Sun Life.

Raised on a farm near Leduc, Alberta, I developed a work ethic and wholesome lifestyle that came with my rural upbringing. I have a deep appreciation of having a plan to protect your loved ones.

My family is very important to me. When I’m not working, I enjoy golfing, spending time outdoors and travelling with my family. 

I help Canadians navigate their financial lives with clarity, purpose, and confidence.

As a CERTIFIED FINANCIAL PLANNER® (CFP®) and Chartered Financial Analyst (CFA) with over five years of experience, I’ve spent 10,000+ hours focusing on investments, retirement planning, and insurance strategies. My work is focused on helping individuals, families, and business owners build and protect wealth with intention.

Growing up, I witnessed both financial security and instability—experiences that shaped my belief in the power of thoughtful, values-based planning. That’s why I take a relationship-first, jargon-free approach that meets Clients where they are and empowers them to make informed decisions with confidence.

At Sun Life, I’m proud to work as part of a collaborative team. Together, we’re geared to deliver holistic, tailored advice that prioritizes what matters most to you—not sales targets or commissions.

When I’m not working with Clients, you’ll find me outdoors, checking out local food spots, or rewatching classic sitcoms (Seinfeld remains undefeated). I’m also a lifelong learner who finds inspiration in philosophy and uses that lens to help clients design meaningful, sustainable financial strategies.

Let’s connect if you’re looking for clear, conflict-free guidance and a partner who genuinely cares about your financial future.

Throughout my career, I have worked numerous fulfilling jobs such as a teacher, personal fitness trainer, business owner and office manager. My diverse experience helps me to better understand the needs of all types of Clients. It brings me great joy to work with others to help them achieve their goals.

As a wife and mother to two grown children, my family is important to me. To keep active, you’ll often find me hiking, biking, skiing or walking our family dog. In my free time, I enjoy gardening, golfing and spending time with friends and family.