About
Previous to my financial services business I worked in the lumber industry, purchased & sold many homes, owned a successful restaurant, worked a year with a debt & credit company and worked with a home mortgage lender helping underwrite first & second home mortgages. I started in financial services in 1995.
I have always had an interest in finance and business. I was a branch manager responsible for the business of 20 full-time agents and have created two large successful group RSP payroll programs. I believe my background of experience gives me the necessary skills, knowledge & connections to help almost any financial situation that people are dealing with today.
My association with Hub Financial has allowed me to work with a number of local insurance agencies in Vernon, Salmon Arm, Merritt, Kamloops, Revelstoke, Nakusp and Williams Lake. I advise their clients on all available products that will work for their situation.
Contact me to schedule a free consultation or to ask any questions you may have.