About

I graduated from UNBC with a Bachelors degree in Commerce majoring in Finance and Marketing. After graduation, I decided to start working with Sun Life Financial as a self-employed advisor. I’ve been working with prospects and Clients for the last 11 years. As a founding member of Trinity Financial Services Inc., I am able to be a part of a great team. We work tirelessly to implement our vision of being one of the best financial planning firms in Northern BC.

Working with Clients to build holistic and comprehensive strategies has always been my focus. My goal is to see their plans for the future and make them a reality. Meeting Clients’ needs and goals is the heart of our business.

I continue to build out Trinity Financial throughout British Columbia. We work with industry partners and educators that promote ongoing education in the financial services industry. I’ve recently received my QAFP™ designation. This has been invaluable in helping Clients achieve lifetime financial security.

My spouse, Kyla, and I with our sons live in Prince George. We enjoy the outdoors very much. I am involved in the community as the Past President for Friends of Children and a board member for the United Way of Northern BC. I look forward to serving the communities of Northern BC for many years to come.

I am a father to three active boys and a husband to my best friend for over 19 years. My family is everything to me and I understand the privilege and the responsibility to plan well for them. I view planning for Clients the very same way.

I came to Sun Life in 2015 with a mandate to help build and grow Trinity Financial Services. We are now a team of 12. We serve a geographical footprint that extends from Prince Rupert to Williams Lake and we are still growing.

It is my personal philosophy to focus on educating prospects and Clients about financial instruments, rules and opportunities. I do so in a holistic way so they can become highly engaged and active, realize their own financial goals and make their dreams a reality. It is my belief that many people do not choose procrastination or apathy. Instead, many people simply do not know where to start or how to engage in financial matters.

I enjoy creating “ah ha” moments through logical sequences and overall simplicity. My background as a math and physics teacher helps me communicate complex ideas in simple, engaging ways. The Clients I work can take control, feel accomplished and make progress toward their future aspirations.

I have been an advisor since December of 2016. During this period there has not been a single moment of regret for choosing this career. My goal is to build lasting relationships with Clients and help give them the tools to make informed decisions.

I am a partner in MDN Trinity Financial Services Inc. We pride ourselves on holistic planning, focusing on the full financial picture instead of only smaller, easily accomplished things. We envision the big picture while paying special attention to the tiniest details. We focus on wealth management, estate planning and preservation and personal and corporate taxation strategies. We also take full advantage of other professionals in our industry as well as other fields. This is to ensure that your path to financial freedom is as carefully planned as can possibly be.

I love what I do. You can often find me in the office early in the morning, late in the evening or on weekends. I make my calendar work with what is convenient for Clients. I never want anyone to fail to take advantage of the amazing things that Sun Life offers just because I didn’t take the time to meet with them.

In my spare time you can find me on a golf course, on the ocean fishing, spending time with my friends and family or quietly trying to motivate myself to go to the gym. I believe it’s important to find the balance between today and tomorrow. I hope that I can help Clients find that balance as well.

I graduated from UNBC in Prince George with a degree in finance and business. My goal is to give people a tailored experience based on sound advice, professionalism, relationships, and trust. 

Serving as an advisor since 2018, I specialize in assisting Clients with:

• personal and corporate wealth-building strategies,
• insurance protection strategies,
• retirement planning and
• tax planning.

My top priority is to listen to Clients. I take the time to hear what their needs and concerns are. Then I can develop a tailored plan to help satisfy their needs and achieve their goals. This approach gives me the ability to take a ‘Client-first’ mentality with each Client. My team of advisors and staff, with over 30 years of experience, provide top service standard to all Clients. We ensure Clients always feel appreciated and taken-care of. Clients I work with can have peace of mind knowing that I will help protect their family and future.

Outside of work, I am married to my best friend, Emily. We love travelling, eating and preparing delicious food, and spending time with our dog, Marvin. Having both grown up in Northern BC, we have an appreciation for these people and our wonderful province that we get to call home.

I am pleased to work in alliance with MDN Trinity Financial.

I joined Sun Life Financial as an advisor in 2015. In 2019 I moved in a management role with Sun Life to coach, train and develop the careers of other Sun Life advisors. In 2022, I moved back to the advisor role and joined the MDN Trinity Financial Services Inc. team.

I graduated from BCIT with a Diploma in Business Management. I became a member of the PGA of Canada as a Golf Professional for 12 years including four years as a Head Golf Professional.

When working together, I’ll meet with you to explain how I can help you. I’ll set expectations of the planning process, how often we’ll meet and give you different financial goals to consider. I will guide you through my recommendations. However, it will ultimately be up to you to be the decision maker when it comes to actionable items. Building a strong professional relationship is key. I want to make sure I’m the right advisor for you. I want you to feel passionate about working together towards your goals.

My wife, Natalie and daughter, Aubrey and I live in Kamloops. When I’m not working, I enjoy spending time playing golf with my family and friends. You’ll often find my family and me walking our dog Marty, snowshoeing, hiking, and biking. I also enjoy working out and cooking. I volunteer as a Men’s Club Captain at a local golf course.

I had the privilege to join MDN Trinity Financial Services as an Administrative Assistant in January 2017. This is when I began my career in this ever-changing business of health, wealth and life. I completed my mutual funds license in January of 2019. This gave me more insights and abilities to grow in this industry. While the constant learning and evolution is demanding it’s also allowed me to grow into the position of Office Controller. My focus is now strictly on the background function of Trinity Financial. This allows the advisors to focus on Clients while I take care of the business day to day functions. I have a deep respect for our advisors and the work that they do. I feel privileged to be part of a great team.

Prior to my current role, I worked at a sawmill in Vanderhoof. It was there that I learned many office functions. I gained experience with bookkeeping, shipping, payroll and much more.

I am a mother to three beautiful, active boys aged 11, 14 and 15. Yes, I am busy and yes, my grocery bill is high, but we love the family time that this career has made available to us.

I have been with the MDN Trinity Financial team for over three years. I am passionate to work alongside Clients as we help them create a plan. We know that every individual is different and has lifelong goals.

I received my Mutual Funds License in July 2019. Currently, I am eager to transition to an associate advisor upon graduation from the University of Northern British Columbia. This will help me have a more active role in creating plans for Clients.

When I am not in the office, I enjoy spending time with my fiancé, Jake. Together, we enjoy riding our motorcycles, camping, fishing and spending time with family and friends.

I grew up in Prince George and I am a graduate of UNBC. Prior to joining Trinity Financial, I could not choose any one path. I worked in the field researching birds, in Japan teaching English, in various office jobs and so on.

After traveling and homing in on what I truly wanted, I realized Prince George was always going to ‘home’. In 2020, I joined Trinity Financial as an assistant. Having also met my current partner, I realized it might be my time to settle down.

Over the last two years, I have made my way up to Operations Manager. I’ve watched as Trinity Financial expanded and excelled, building an amazing culture internally and with Clients as well. It is a joy to be part of this great team.

Outside of the office, I enjoy all Prince George has to offer with family, friends, and my partner, Bob. I am also an obsessive reader. I love to curl up in the evenings with my cats, some tea, and a good book. 

I joined the MDN Trinity Financial Team in July of 2021. Having an education in finance, I was aware of the importance of being financially literate. In my time being here, my knowledge and understanding of how important proper planning is has drastically increased.

Prior to joining the Trinity team, I primarily worked in customer service and dealer relations. Having now earned my Mutual Funds and Life Insurance licenses, I am eager to transition into a Client facing role. I’m ready to help Clients step by step throughout their planning.

When I’m not in the office, I like to get involved with music. Whether getting together with one of my few bands or teaching guitar, there is always music involved.

I have been with the MDN Trinity Financial team since the beginning of 2020. During this time, I have completed my CIFC license, and have started studying for my LLQP license.

Previously, I worked in the food industry and retail. My goal is to continue growing my knowledge and accreditation to advance my career in this financial services industry, specifically investments.

When I’m not in the office, I spend a lot of time with my herd of rescue cats. I also enjoy cooking, baking, and doing home DIY projects with my boyfriend. 

I have been with MDN Trinity Financial Services for only a couple of years. With restaurant/customer service experience, I began my journey in finance unsure of what the industry would have in store for me. After seeing the value and care our team provides to Clients; I quickly dove in the deep end.

I eagerly completed my Mutual Funds license in the summer of 2021. After completing my Mutual Funds license, I decided to dive into my next career step (LLQP). Currently I am working in a Service Associate roll with hopes to become an Associate Advisor. The most enjoyable part of my job is tailoring plans to meet each Client’s needs and goals.

Outside the office, I enjoy spending time with my two dogs Ned and Marlo, who I adventure with daily. I find happiness in any form of work I do. I purchased my first home at the age of twenty-one. This was after being a part of the work force for only seven years. Being born and raised on a “farm” of sorts, I have always enjoyed horses and raising different livestock. I have a great passion for helping people and I strive to assist them in any capacity possible. I look forward to doing this through helping Clients achieve their financial goals.