Mutual Fund Division
CFP® professional
RRC® professional
Dislosures:
https://www.investorsgroup.com/en/legal/disclosures Imagine feeling confident in every financial decision you make—supported by a personalized plan that reflects your values, goals, and the life you truly want to live. My journey into financial planning began with a snowstorm and a realization: I didn’t want to spend my life be
hind a screen—I wanted to work with people and make a real difference. With a background in Architecture and IT, and designations as a CFP® and RRC®, I bring both strategic thinking and human insight to every conversation. Clients know they can count on me—not just for financial advice, but as a trusted partner through every season of life. Whether it’s a challenge or a celebration, I’m often the first call they make. Because we’re not just planning wealth—we’re planning what matters most.