When clients ask why I am passionate about advice-only planning, my response is always the same. After years of working with clients, I know the powerful connection between stress and financial well-being and the value of building long-term relationships through the different stages of life.

As a businesswoman, mother, and wife, I know the struggles of juggling it all. I understand firsthand the challenges of divorce, changing careers, blended families, and the added pressure all this puts on our money and finances. I specialize in working with business owners, executives, and professionals looking for advice in all areas of their financial lives. Being diagnosed with ADHD late in my adult life has given me the unique and creative ability to understand how messy, complicated and stressful situations can get, especially with mid to high-income clients.

My life and career experience offer a unique advantage in understanding complicated situations when planning for clients. As an entrepreneur, I have spent 25+ years building my financial knowledge. I have held several management-level financial positions, including commission-based Financial Advisor, Regional Sales & Training Manager, Mortgage Specialist, Insurance Sales, Bank Branch Manager, and Investment Specialist.

When not working, I enjoy relaxing with my husband and our dog Paisley (who runs our house). As a mountain girl raised in the beautiful Crowsnest Pass, Alberta, I enjoy paddleboarding, running and spending time outdoors.