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Investment Advisor, Vice President
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I have been a licensed investment advisor since 1995.

I care deeply for my clients' well-being and really love my job. Meeting new people at
various stages of their lives ensures my job is always interesting. I believe that by investing on behalf of client's in some very difficult markets has given me very valuable insight into the importance of risk management.

When I entered the industry, I was a provider of information. Now with the constant
bombardment of news and information I have become a filter of it.

"Never" is not a word in my vocabulary. Although some of the periods in the last 20 years
have given me a few gray hairs, there is nothing I would rather do. Helping people reach their financial goals is incredibly rewarding. I regularly qualify for my firms annual President's Council which recognizes the top advisors in the country.

I am a licensed multi-engine commercial pilot and flew professionally before becoming an investment advisor.   The experience of knowing that lives depended upon my skill in decision making as a pilot helped prepare me for the responsibility I now shoulder when dealing with people's life savings.

Married with two young girls I am very active in their lives. I enjoy travelling, cooking and I look forward to introducing the wonders of the world to my children. I believe that I have received many blessings in my life and it is important to share them with others.

A lot of advisors will help you grow and protect your wealth. I try my best to ensure that you also enjoy it.

Jennie Makowski

Investment Associate

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Jennie has worked in the financial services industry since 2006 and is responsible for facilitating the day-to-day activities of the team, including new accounts, transfers, documentation, cash flow needs, and any general account inquiries.

She is typically the first point of contact for our clients and is able to quickly and efficiently take care of all client needs. She is always pleasant and works relentlessly to ensure that the high standard that we have set for client services is met.

Jennie lives in Cloverdale with her husband Curtis. In her spare time she enjoys music, reading, hiking and bowling.

Jassi Bains

Investment Associate

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Bio coming soon

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