February 9, 2023
To help people and make a difference. Early on I considered psychology as a career path, but always loved numbers, I was lucky enough to find a path that combined both! I also really gravitated to the concept of managing my own schedule, being able to work remotely and stay connected if I did extended travel. The life-work balance to this career fit very well for me, and it’s important to practice what you preach!
To be someone our clients value having in their professional circle. I want our advice to make an impact on lives everywhere. I want to grow with everyone and watch their successes come to life.
In smiles and sound sleep.
I plan to pursue my Certified Health Specialist and Elder Planning Counsellor designations over the next few years. Education is extremely important to us, I want to be the encyclopedia that clients ask about anything!
Honesty, trust, integrity, and respect. We’ve built Statera Financial Planners around the core values of our entire team. I’m proud that I can say we live by them!
Take only calculated risks and manage the money clients cannot afford to lose. For us it’s less about obtaining the highest rate of return out there, but more determining what return you need to make your financial planning goals a reality. It’s very objective oriented on how we approach assets as well.
Talking to our wonderful clients, helping them in their financial journey and watch their stress diminish as we help turn unknowns into knowns for their future.
I’ve been to Iceland and absolutely loved it, the scenery was amazing. I would go back time and time again as my first choice. Beyond that, I would love to explore Japan and New Zealand.
Outside of work I love being outdoors, when Alberta weather allows it! I’m an avid hiker and camper with a passion for photography. The mountains are my happy place, but when I’m sticking closer to home I enjoy visiting the local breweries, playing soccer and getting into pickleball matches with my family.
On a business level we have some big internal projects we are working towards to bring more value to the client experience, I hope we get to roll these out in 2023! It's been an exciting first year for Statera Financial Planners and we have no plans of stopping the growth of our value.
Personally, I have just finished a major renovation to my new home, this spring and summer it’s time to tackle the backyard!
