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.

With my four children almost all grown, I have more time to dedicate to my interests such as enjoying, alongside both friends and family, the outdoor experiences in our Valley as well as further afield. Cycling is my activity of choice. I believe in the small-town mindset here in the Columbia Valley and I am committed to volunteering within our community which I have been doing for many years.

Raised at the knee of a financial advisor and being in the financial sector my entire professional life, I know the peace of mind that comes with having a solid financial strategy. My passion is working with Clients to help protect their loved ones and themselves, create wealth, protect their businesses and the people they work with. My financial expertise enables me to work with Clients to coach them to realize their own personal and financial goals. Whether you are single, raising a family, running your own business, or preparing for retirement, let’s work together to make your financial future the best it can be!

As an advisor, I am on the Client’s wealth team, supporting, encouraging and helping them put strategies in place to reach their goals!

Home grown in the USA, I moved to Invermere from Montana October 2014. The following year I married my husband Larry and received my permanent residency. I have worked as an administrative assistant for both my husband’s construction business and since March 2019 for Rhiannon at Sun Life. I enjoy the diversity of this job and interacting with Clients. Never a dull moment!

I have two grown sons living in Wisconsin, USA, and 2 grown stepdaughters living on Vancouver Island. Thank goodness for FaceTime video calls to ‘spend time’ with our kids.

As someone who grew up in the valley, I was very excited to move back here with my family after 25 years away. After years of city life, we are happy to be living the slower lifestyle that comes with a smaller town and enjoying all that nature offers in our valley. 

I’m the proud mom of elementary aged twins as well as a teenager. My husband works for Parks Canada, as well as giving back to the community as a volunteer firefighter. 

After being a stay-at-home mom for almost a decade, I am extremely grateful to have joined a team that values family, providing support and understanding of the scheduling and general life challenges that comes with being a parent.