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’ve seen from close friends and family, the impact that poorly planning your finances and insurance can have. That’s why I believe that planning for your future is something that everyone should do at some level. I’m passionate about helping people set and reach their financial goals all while protecting what matters most to them.

I have nearly 40 years of experience working in business and financial analysis/management. I worked in the publishing, manufacturing and digital fields. This experience helps me today in my role as I work with families from many different backgrounds.

I have been married for over 35 years. We have two adult sons who live in Victoria and Calgary. Since 2008, I’ve lived in Penticton and enjoyed all that this area has to offer. In my free time, I enjoy golfing, skiing and cycling. I’m proud to be a former triathlete, adventure racer and road cycling racer.