With more than 15 years in financial services and advanced certifications to better serve my clients, I've focused my practice on supporting families and business owners who are planning for retirement, often with a complex collection of priorities – from tax efficiencies to succession plans to legacy planning for multiple generations.

Investments are important, but they're only part of the story. I consider every aspect of a client's life and business and consider how financial decisions will impact the future for the people, experiences, and things they value most. I work closely with accountants and attorneys for overall alignment that deliver the best value.

Continuous learning is a priority because the industry changes so quickly. Since 2009, I've completed 20 industry courses and earned three professional designations: 1) The Certified Financial Planner® for enhanced knowledge in tax strategies, estate planning, insurance, retirement and education, 2) the Chartered Investment Manager® designation for advanced portfolio management techniques and 3) the Fellow of the Canadian Securities Institute®, the highest honour in Canadian financial services for select financial professionals who "demonstrate unparalleled leadership, integrity, commitment and dedication to their clients and the industry".

I work collaboratively with our in house team of professionals that include research analysts, lawyers and CPAs to provide unparalleled and sound advice when it comes to investment and estate strategies that are tailored for the individual and family.

Since joining Edward Jones in 2014, I have been a financial advisor field coach and I've accepted leadership roles in my region – I have helped new financial advisors build successful practices as a performance leader for dozens of branch teams since 2022. As a limited partner, I am part owner of Edward Jones.

My passions are simple. Personally, they're spending time with family and time outdoors, reading, cooking and home projects. Professionally, it's seeing clients' goals become reality because of our tailored financial strategies.