“Your partner on the path to financial freedom.”
A born
and raised Calgarian, after a stint in the oil and gas industry, a
door opened at McLean & Partners and I found my calling in wealth
management. From day one, I had an unwavering belief in our team and
our unique offering in the competitive landscape: an in-house research
team powering a simple, client-centric business approach that lets
advisors focus on delivering first-class service.
I help individuals and families grow, protect, and transfer their wealth through tailored strategies across all life stages, from building foundations and accumulating assets to retirement planning and empowering the next generation. I pride myself on going the extra mile for clients, anticipating needs before they arise, staying exceptionally organized, and ensuring timely follow-through on every detail.
Approachable and down-to-earth, I’m passionate about educating clients and simplifying complex topics so they feel confident and informed at every step. I hold the Chartered Investment Manager® (CIM®) designation.
Beyond the Office
Outside the office I enjoy staying active by playing hockey and
golf, snowboarding, and going to the gym. I also love to travel and am
a huge Calgary Flames fan.