I was born and raised in Alberta and have spent most of my life in Rocky Mountain House. My husband and I were married in 2015 and between us we have 5 children and 7 grandchildren.
I spent some time in the banking industry, but I was extremely dissatisfied with being able to offer customers more credit rather than a plan to help them achieve their goals. I had the opportunity to become a financial advisor and suddenly I had access to many more options and strategies to genuinely help clients achieve their goals, including saving for retirement, buying a home, saving for their kids education, and get out of debt. I now make it my mission to educate individuals and families to help them win for their future.
When not working, I enjoy running our small hobby farm with my husband, entertaining and spending time with our family.
A good financial advisor will take the time to learn about your full financial situation. Only by understanding your spending habits, debt obligations, life goals and more can a financial advisor begin to develop a meaningful and accurate strategy.