With more than a decade of experience as a CPA and a background in sales, I help family businesses and high net worth corporate groups achieve their goals. I also assist with tax structuring and coordinate specialists to support all aspects of a client’s business. My expertise ranges from succession planning and bridging generational gaps to business transactions and simplifying complex problems into more manageable challenges.
I’m passionate about helping my clients thrive by building strong, long-lasting relationships. By understanding every aspect of their business, I identify opportunities to support their growth. Each client has unique needs, so I put extra focus on deeply understanding what growth and success means to them.
One of our firm’s greatest strengths is our teamwork. We operate as a cohesive unit, giving clients access to a collaborative team. I enjoy teaming across service lines and bringing colleagues together throughout the firm.
Born and raised in Kelowna, I’m deeply connected to our community. You can often find me attending local community events and initiatives with my three daughters or volunteering on the board of local not-for-profits.
Outside of work, you’ll likely catch me enjoying the Okanagan Lifestyle. As a former amateur snowboarder, I’m often hitting the slopes during the winter or partaking in exciting adrenaline-filled hobbies. In the summer, I enjoy surfing, biking with my daughters, and hosting big backyard BBQs with family and friends.
