- Independent Financial Advisor
- About Me
I've always been a motivated and goal oriented person, from when I was a kid selling baseball cards out of the corner of my parents garage sales to give me a little more spending money, to starting to coach youth baseball when I was only 15 years old. I've always strived to be the absolute best at whatever I am doing and always strive to try new things and live life to it's fullest! I actually heard a great quote this past weekend at a conference from a colleague named Greg Abbott "In the end we're all terminal, why wait for the diagnosis to start living life?" Pretty Much sums it up for me!
I love being active in sports like baseball, golf, soccer, dodgeball, going to the gym and anything outdoors. Love taking in live entertainment of any kind...live sports, live music, etc. I also try to be as involved in as many volunteer/charity events as I can. Even beyond the whole part of helping others out with it I find it's a great way to meet new people...EVERYONE has a different story or perspective on life, so it's great to hear about them! I'm a big beleiver in the whole Pay it Forward mentality and also the Laws of Attraction. It seems to have worked out well so far!
- Work History
I have been a self-employed advisor since August of 2006. Prior to becoming an advisor I have experience in running several small businesses, coaching elite athletes, and have worked in the retail banking industry. All of these experiences have created an ideal foundation to a financial services practice. Attention to detail, motivating people to do greater things, accuracy under pressure and basing my practice on service, not sales, are amongst the hallmarks of my popularity with current clients today.
I am capably supported by a team of administration, technical and underwriting specialists as well as a network of other financial professionals whose treatment and follow through are setting new standards in service excellence in building lifetime relationships with a constantly expanding client base throughout Saskatchewan.
I have always been passionate about being able to help people solve current problems and re-position my clients strategies to accelerate their financial position to a level my clients had not thought were possible while managing major risks along the way. My focus is on small business owners, young professionals and young families. Future plans that currently excite my office include creating increased and more easily accessible service and constantly growing strategic alliances with various professionals who can assist my clients in other areas indirectly relating to finances. Being affiliated with Customplan Financial Advisors, I have access to more than 30 financial companies, so I am 100% confident that I can not only provide the best service in the industry, but also have access to the best products on the market.
What I do is consolidate all of your financial resources into one balanced program to make sure that you have money at the times in your life when you need it the most. What this means to you is no matter what stage you are in your life you can focus on what’s important to you and what makes you happy rather than nervously checking your bank account balance or the stock market.
Aside from being a Financial Advisor, I just recently moved from volunteer soccer coach to Professional Goalkeeper Coach for soccer. Because I've been so used to just volunteering to coach for the last 15+ years, I've commited to putting every dime of money I'm paid back into soccer in some way whether it's using the money for professional development to make me a better coach or just buying better training equipment, both of which will help offer these kids
- Affiliated with Customplan Financial Advisors, Inc.