With a diverse career spanning management, leadership, marketing, and finance, I bring a unique perspective to the world of financial planning. My journey began with a degree in Psychology from Mount Royal University and a career start in hospitality. In 2020, I transitioned into finance, where I now hold the Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Certified International Wealth Manager (CIWM) designations.I joined JV Financial in 2023 as the inaugural team member at their Calgary satellite office. My experience includes a solid foundation in financial planning gained through collaboration with an independent financial planning team. My background in behavioral psychology enhances my passion for client care, allowing me to offer personalized, empathetic support that contributes to clients' long-term financial success.