Financial Security Advisor
Our mission is to build a financial security plan tailored to help meet your specific needs. We're dedicated to understanding your goals and providing you with the professional financial security advice needed to help you achieve those goals.
Whether purchasing a home, financing a child's education or retiring comfortably, your goals are specific to you and your financial security plan should be tailored to your needs.
We'll help you understand the choices to be made and the products available to help build a financial security plan to achieve your personal or business goals. And once your plan is in place, we'll continue to work with you by reviewing your financial security plan from time to time with you to help ensure you're still on track to achieving your goals.
Certified Financial Planner
My passion is creating insurance solutions that solve the unique needs of all individuals.
Prior to starting in the financial services business, I worked at a tax preparation firm for 8 years. I began working as a financial advisor, in 1993, developing retirement and estate plans for farmers.
In 1998, I joined Great-West Life as a Marketing Manager for Life Insurance & Investment products. In that role, I assisted advisors with product solutions for their clients.
I joined MD Financial Management in 2011 as an Insurance Consultant. As part of a firm that primarily focuses on servicing the financial needs of physicians, my role was to create insurance solutions for physicians and their families.
I’m married and have two daughters. We enjoy traveling as a family. My recreational interests include coaching my daughters in softball, golfing and curling.
I’ve worked with Grant since 2000 and I look forward to assisting his clients with their insurance needs.