About

I am an advisor that cares about lasting impressions and having relationships with Clients that matter! I work hard to ensure I listen to the wants and needs of Clients. Once I understand your needs, I’ll provide sustainable solutions to help you achieve your financial goals. If there is a situation that requires a level of financial planning exceeding my knowledge, I have the ability to bring in a CERTIFIED FINANCIAL PLANNER®. This will help to provide you with the highest level of assistance you deserve.

My experience in the financial industry is extensive. I began my career in finance with a local Credit Union as a Service Representative. I then moved into a Financial Advisor role, became an Assistant Manager and finally a Branch Manager. I then moved into the Insurance Industry due to the financial hardship of death, illness, and injury I had witnessed far too many times personally and at the Credit Union. Here I became a corporate trainer.

After my experiences in the banking industry, I decided to start my own business. Now, I provide more tailored advice and solutions for the communities I operate in. Since joining Sun Life, I have begun working towards achieving additional industry designations. This educational foundation will help ensure that Clients get the best advice for their unique situation. To date, I completed the first designation on that path, known as a Certified Health Specialist or CHS™.

I have been lucky enough to start my family amongst all of this as well, raising four boys under ten years with my wife Melissa on our acreage East of Lacombe.