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I’m proud to be a compassionate, empathetic financial services account executive on Western Financial Group’s life insurance team. I have 10 years of experience in investing and more than six years’ experience in insurance.
I am based in Vernon, B.C. Customer care is my top priority. I’m always looking forward to meeting new clients and referrals. I’m also licensed to serve you in Alberta and Ontario.
I am a certified financial planner and I have the Life License Qualification Program (LLQP) designation.
Products and Services
My mission is to help individuals, families and businesses achieve their financial goals and protect their assets.
By utilizing Western Financial as a comprehensive brokerage, I am dedicated to providing personalized and expert advice to help my clients make informed decisions and reach their financial objectives.
My goal is to establish long-lasting relationships based on trust and integrity, and to be a trusted resource for all of my clients' financial needs.
About me
I’m based in the Northern Okanagan and I am a family centric, outdoor loving individual. If I’m not skiing, biking, or spending time with my family, I’m talking finance.
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