Private Wealth Advisor

Client Relationship Manager

I started my career at an accounting firm in Swift Current in 1994. 29 years and 3 professional designations later, I still enjoy helping my client families maximize their success.

My clients are typically hard working small business owners and farmers who are cautious with their money. They have been successful in their field and want their life's work to last generations if possible, not years. My new clients are usually leaving a bank or credit union they have been with for years. Over time, as their wealth grew, their needs changed. They now need a firm that is capable of handling their more complex issues. They often worried they were missing out on tax savings, that fees had grown too high, or that their portfolio was not really customized for their personal goals.

While you may only see me cheering at the Bronco game, golfing at Elmwood, Chinook or the Landing, or volunteering around town you can rest assured I have a professional, and dedicated team behind me. This page includes some of those great team members. Our firm manages approximately $4 Billion dollars by investing our life savings along side our clients.