I am an eternal optimist. I believe inside every challenge lies an opportunity, and I strive to promote this 'can-do' attitude in each interaction I have.
Others describe me as a true 'people person'. I enjoy taking my time to listen and fully appreciate your story. Getting to know you is an important step in determining what you value most. Your background and values, your family and your career make your story unique. In my experience, understanding these distinct aspects ultimately helps me provide you with comprehensive, personalized service wherever possible.
Regardless of how long you've been investing, you may need assistance in developing (or fine-tuning) a strategy that suits your circumstances. If your time is limited, or if family commitments are taking priority, or if you've just got better things to do ( . . . I get it), then working with us may provide you with that practical solution you've been looking for.
Providing you with a high-level of customer service is my ultimate focus.
I began my Financial Services career in 2011. It hasn’t always been the case, but since teaming-up with John (at Raymond James), I’ve been fortunate to work with successful people who always encouraged me to ask questions and think critically. This independent thought-process and straight-forward entrepreneurial mindset works for me.
Combining these with a ‘client-first’ approach also says a lot about the integrity of Raymond James. It is comforting to know that clients (like you) ALWAYS comes first here. Whenever possible, I will speak directly with you on the phone. However, if you prefer communicating by email, I can do that as well.
Helping you achieve success is what drives our day-to-day decision making. This seemingly simple yet fundamental concept is the reason Raymond James is my home.
I am originally from Invermere, BC, but I now call Calgary home. When I am not working, I am typically at home with my family taking on the next 'back-yard' project, and navigating the nuances associated with being a first-time parent.
If you're interested in learning more, please reach out. I look forward to making a proper introduction.