A little bit about who I am…
I am someone who is passionate about making the financial world make sense.
After graduating with a Bachelor of Commerce from the University of Alberta in 2010, I moved to Calgary to begin working with Great West Life as a Living Benefits Specialist - educating financial advisors about Disability and Critical Illness Insurance and how it could help protect the financial plans they were building for their clients. After Living Benefits, I worked in Small Group Benefits helping employers put together benefits packages for their small to medium sized companies. In this time I learned a lot about the insurance industry, and what mattered to both employers and their employees when putting their coverage in place. I also learned a great deal about how confusing the industry could be - and that there wasn’t much impetus to simplify things.
I left Great West Life and joined an advisory firm in an analytical role, but soon began working with clients building group benefits programs and helping their employees with individual planning needs.
During this time I earned my Group Benefits Associate and Certified Health Insurance Specialist designations, and began pursuing my CFA Charter in earnest. While insurance is an important piece of the financial puzzle, it is one building block of many and I wanted to have as much knowledge at my back as possible. Once I became a Charterholder, my passion was to help individual families realize their financial goals and help them build a plan to reach them, while also continuing to update my education and skill set earning my Elder Planning Counselor and Chartered Life Underwriter designations.
With this in mind, I joined Cornerstone Financial Group, where I have been working with my clients to ensure they have all the pieces of their financial puzzle - cash flow, investments, insurance, tax and estatement planning set up to maximize their success.
Outside of work I am an avid traveler and foodie. Four months after we began dating my (now) husband and I embarked on a four month backpacking trip through Central and South America and never looked back - we’ve been through the Americas, Europe, Asia, Australia and even spent our honeymoon on safari in Botswana! We always try to find a great restaurant to enjoy, an adventure to get the adrenaline going, and make some amazing memories.
With the global pandemic, we have been travelling much closer to home and enjoying all the Rocky Mountains have to offer getting out hiking, climbing, fishing and camping. Since he can come along on these trips, our Wheaten Terrier approves!
When I’m at home, I spend a lot of time with my dog, and enjoy watching hockey and reading. I enjoy trying to learn new languages (French, Spanish, German, Russian, Korean, and Turkish with varying levels of success), and trying to improve my community through volunteer work, volunteering with the Alberta Animal Rescue Crew Society and serving as a Board Member for the Calgary Humane Society.
Want to know how I can help you reach your goals?
Email me or schedule an initial 30 minute consultation! There is no cost or commitment