With more than a decade of experience as a CPA and a background in sales, I support family businesses and high-net-worth corporate groups with achieving their goals, including tax structuring and coordinating specialists to support all aspects of the business. My expertise ranges from succession planning and bridging generational gaps, business transactions to simplifying complex problems into more manageable challenges.
My expertise ranges from succession planning and bridging generational gaps in business transactions to 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 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 initiative with my three daughters or volunteering on the board of local associations.
Outside of work, you’ll likely catch me enjoying the great outdoors. As a former amateur snowboarder, I’m often hitting the slopes during the winter. In the summer, I enjoy surfing, biking with my daughters, and hosting big backyard BBQs with family and friends.
