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 15 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 with camping, swimming, hiking and mountain biking. 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 came to Sun Life and Trinity Financial as a service associate in 2017 and found passion in the career as a financial planner; I was quickly drawn to a world of creating positive change for an individuals’ financial future and the impact that a conversation could have. I pride myself in creating easy to follow and clear solutions that every one can relate to and understand. 

As a dedicated advisor, I am committed to helping individuals, families, and businesses like yours to navigate the complex world of finance. My goal is to provide personalized guidance and advice to help you achieve your financial goals.

I have my Bachelor of Commerce with a major in Accounting & Finance, alongside my QUALIFIED ASSOCIATE FINANCIAL PLANNER™ designation and I have honed my skills over the last 7 years with my team at MDN Trinity Financial Services and Sun Life. My approach is centered around understanding your unique needs and developing strategies to help you succeed.

I am here to help!

When I am not in the office, I enjoy spending time with my husband, Jacob. Together, we love to spend our sunny days on the golf course or camping at our favorite spots in BC with family and friends. We also like to create and cook delicious meals and spend time with our dog, Radar. 

After graduating from UNBC in 2017 with my bachelor of commerce, I began my career in financial advising. Since then, I have loved building financial strategies with Clients. I provide peace of mind and work with each Client’s unique situation.

Having a blue collar background, I understand how hard people work for their future. My goal is to educate Clients and provide a tailored financial road map that brings confidence to their future. This includes:

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

My team and I provide a host of knowledge and support in making sure Clients get the best experience. My faith and strong family values guide the care and dedication I put into each person I meet.

When I’m not in the office, I love to spend time with my wife, family and friends. I enjoy being outdoors, snowboarding, biking, fishing, and playing sports!

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. 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 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 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 but in my time being here, my knowledge and understanding of how important proper financial planning is has drastically increased

Prior to joining the Trinity team, I primarily worked in customer service and dealer relations. Being now licensed in Mutual Funds and Life Insurance, I am eager to transition into a more client facing role and helping our client’s step by step throughout their planning.

When I’m not in the office, I’m usually involved with music. Whether it’s getting together with one of my few bands, to teaching guitar on the weekends, there is always music involved.

I have been with MDN Trinity Financial Services since September 2023. I am born and raised in Prince George and have a background working in the restaurant and customer service industry.

During this time I have completed my Mutual Funds course, and am continuing to learn everyday from the amazing team around me. I am currently a Service Associate. My goal is to continue growing in my knowledge of this industry so I can better serve Clients and help them have a seamless experience with Trinity Financial.

When I’m not in the office, I like to spend time with my friends and my nephew and nieces. I am an avid outdoors person (when the weather is nice) and I love hiking, camping, paddleboarding, snowshoeing and going for runs. I also enjoy a hot cup of coffee, homemade baking, and a good book.