Empowering entrepreneurs and executives to transition from success to significance

You are an entrepreneur or executive who has worked tirelessly to build a legacy—balancing business success with family priorities and meaningful goals. Motivated by more than personal gain, you understand the importance of knowing your "why." Don’t you deserve a financial advisor who shares your vision and specializes in guiding business owners through pivotal transitions?

As a financial advisor and principal at Edward Jones, I partner with entrepreneurs and professionals to craft personalized financial strategies that integrate investment consulting, advanced planning, and professional relationship management. My approach is deeply personal: Before you invest your money, I invest my time to understand what truly matters to you. Together, we prepare for the unexpected, plan for a fruitful business exit, and achieve retirement, family, and philanthropic goals.

Why choose me?

With over 15 years of experience and advanced designations including Certified Exit Planning Advisor (CEPA®), CERTIFIED FINANCIAL PLANNER® certification, and Chartered Investment Manager (CIM®), I bring expertise and insight to every client relationship. As a business owner living in the Sea to Sky region with my family, I understand the unique challenges and aspirations of entrepreneurs and executives.

A team dedicated to your success

My team ensures exceptional service and seamless support. Senior Branch Office Administrator, Barbara Champagne has been with me since 2012, and Trine Armstrong adds further experience to our client care. We also collaborate with an integrated network of tax and estate planning specialists, family enterprise advisors, and insurance professionals to deliver holistic strategies that protect and preserve your legacy.

Let’s start your journey

Your financial future deserves a partner who sees the big picture and understands your goals. Schedule a financial discovery meeting today to explore how we can turn your success into significance.