About

As a former teacher, now a retirement planning specialist, I have a unique ability to educate Clients about their financial options. I take great pride in helping them make choices based on their financial goals and objectives. By focusing on tax efficiencies and risk management, I work to help Clients grow while keeping their best interests at heart.

I began in the financial services industry in 2011. My dedication to Clients has earned me membership with the Million Dollar Round Table (MDRT). MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding Client service.

Since then, I have continued to build my team and enhance the services we offer to Clients. As a holistic advisor, I am committed to educating Clients about financial strategies to help them maximize their savings, protect them from the unexpected, and assist them in retiring their way.

A proud married father of two, I spend my spare time with my wife and kids enjoying the outdoors in the summertime. During the winter months, you'll find me watching my son's volleyball and following my daughter's dance career.

Awards and memberships are based on insurance business only.

I bring over 35 years of quality administrative and management experience to the team. I started my career away from Regina, in the oil and gas sector while raising my daughter in Calgary. I moved back to my hometown where I enjoy being close to my immediate and extended family.

I have been with MKS Financial Services Inc. since inception and continue to be essential in its growth and vitality. On top of overseeing office operations, I have earned my Mutual Fund license.

Along with my operational skills I bring integrity. I genuinely care about Clients and I am committed to ensuring a positive long-lasting rapport.

With over 30 years of experience in financial services, I use an educational approach when working with Clients. I have developed and facilitated financial related educational programs for Clients as well as other advisors. As a wealth focused advisor, I provide portfolio analysis, recommendations, and wealth planning for retirement. I am passionate in helping people. My personable approach helps put Clients on the right path to reach their goals. 

As an Associate Advisor, I build Clients a strong plan by actively listening to their needs and goals. I work with small businesses and young families. With seven years of experience in group wealth, I have a strong understanding of business and employee needs. It brings me joy to see small wins turn into big wins for the Clients I work with. I feel accomplished when Clients feel confident in their financial future.

As a believer in education, I started my children’s financial education early on. By teaching them the importance of saving early, I hope they will have a solid understanding for their future. 

When I’m not working, I enjoy hiking and biking with my family and going for walks with my Westie. You’ll often find me spending hours completing puzzles with my mom and sister. 

In my role, I always try to help Clients the best I can. I know that Clients may not understand the lingo we use. Because of this, I always try to break things down into clear and concise messaging. It makes me happy to help others and give them an experience that is stress-free.

In my free time, I enjoy game nights with friends and spoiling my nephews. I also enjoy going for walks with my Cocker Spaniel.

As an Advisor Assistant, I handle a lot of administrative work. I try to make sure paperwork is up to date, organized and processed correctly. I enjoy helping Clients and I make sure to really listen to their needs. My main goal is to provide efficient and helpful service with a positive and supporting attitude.

It makes me happy to be part of a team that makes a difference in people’s lives. I know my work contributes to a big solution for the individuals and families we work with.

I am working towards a Bachelor of Business Administration and so, I am usually busy with schoolwork. Outside of work and my studies, I enjoy taking my two dogs for walks and spending time with my family. I’m also passionate about dancing and am looking to continue growing my dancing career.  

I joined the MKS Financial team in May as a summer student, while continuing to pursue my Bachelor or Business Administration majoring in Finance. I enjoy helping the team in any way I can. In my role as an administrative assistant, I efficiently organize paperwork and ensure Clients stay updated with their appointments. Assisting Clients brings me great fulfillment, knowing that I can make a positive impact in their lives. I believe that by checking in and listening to their needs, I am able to leave a lasting impression. Outside of work and studies, I enjoy dancing, spending time with my family, and volunteering locally.