My passion about financial planning and the insurance industry led me to become a financial advisor in 2003 and continue my education to develop my skills as a Certified Financial Planner. I have received several awards in the Financial Industry and belong to the Million Dollar Round Table, Kelowna Estate Planning Society, and have become a well-known educator in the Thompson-Okanagan region. I am in the top 5% of insurance advisors in the world and top 3% in Canada, presenting to over 1,000 individuals and professionals on a variety of strategies and topics from personal and corporate estate planning to complex insurance tax strategies.I am skilled in financial investment planning and using insurance as a way to preserve wealth and protect families and businesses. Providing high-quality advice and integrated insurance solutions that simplify and enhance the quality of my client's lives, is my top priority.I love spending time with my daughter, son and my two grandchildren. Resident in Kelowna since 1994, I enjoy living in the Okanagan, meeting with and serving the people of my community.