Meet our team
Vice President & Investment Advisor
I joined a predecessor firm as an Investment Advisor in 1988 and am a member of the HS Dent Financial Advisors Network, a panel of financial advisors who study research and methodology to understand how demographics affect the economy and the population. Through a monthly teleconference and two educational conferences each year, I receive exclusive training from Dent’s research team. This allows me to assist my clients in reaching informed decisions about their financial future. I am deeply committed to continuous improvement to enhance my effectiveness as a Investment Advisor.
I graduated from Flagler College, Florida with a Bachelor of Business Administration and am involved in the community as a Board member on Artists for Kids, an organization established by some of Canada’s finest artists and the North Vancouver School Board to provide art education to students. Previous community involvement includes both the sponsorship of the Vancouver Whitecaps Soccer Team and a bicycle giveaway for needy children done in conjunction with the Whitecaps.