About

I hold a Masters Certificate in Financial Management. With this educational background, I have the insight needed to work with business owners to help them with financial strategies. I’m passionate about helping businesses keep more of their hard earned money.

I grew up in the Kootenays and moved away to study. These days, I am back to my hometown of Nelson. I live here with my wife and our two sons. In my free time, I love to ski, golf and enjoy the Kootenay lifestyle with my family.

In 2009, I completed my schooling in South Carolina. After graduation, I worked for almost a decade as a finance and a sales manager at a car dealership in Penticton. My family and I had always wanted to live in the Kootenay's. Once the opportunity presented itself, we packed our bags and moved to Nelson. It was my chance to pursue my passion for investing and helping people prepare for the future.

In my free time, I enjoy exploring the outdoors with my wife and our son. I also enjoy spending time on the golf course. In fact, anyone looking for a ‘business meeting’ on the golf course can let me know!