I work with small business owners and busy professionals who want clear, practical financial planning — and someone they can actually get a hold of when questions come up.

I’ve been a financial advisor since 2006 and have held my Certified Financial Planner (CFP) designation since 2010. I’m based in Langley, BC and hold a Bachelor of Commerce from the University of Victoria.

I run a small, solo practice, which means when you call or email, it’s always me on the other end. There’s no assistant, no hand‑offs, and no getting passed around. Clients often tell me they appreciate the straight answers, plain‑English explanations, and knowing things will be followed through — especially when situations feel uncertain or complicated.

Most clients I work with are small business owners with fewer than 10 employees, or professionals who don’t have the time or interest to manage their own financial planning but want confidence that it’s being handled properly.

Outside of work, I like to stay hands‑on and involved. I’m an active member of my local Search and Rescue team and enjoy building and racing a car I’ve put together myself. Both reinforce an approach that carries into my work with clients: staying calm under pressure, paying attention to details, and doing things properly when it counts.