Why do I love my job?

Helping families take more control back over their financial life is one of the most gratifying feelings. If we help raise the financial independence of more and more people we also increase the power and potential to Give to our communities. This ripple effect stretches much wider than just the folks I am able to help.

When I’m not at work, you can find me....

Spending time with my kids Nathan & Nora or my amazing wife Heather. I love the mountains, time at the lake/beach anything with a zipline and busting out my tools for random household projects. I'm addicted to learning new things and always seeking personal growth.

How does what I do impact others?

This incredible process of Becoming Your Own Banker is the most financially liberating concept on the planet. When people commit to the process and are accountable to their own financial future the feeling of empowerment that comes with it is palpable. This creates stewardship and a generational impact that will continue long after I am gone.

2 favourite things about your life journey so far?

  1. Becoming a father and having the privilege to have spent so much quality time
  2. Getting to know my mentor R. Nelson Nash.

What type of clients do you enjoy working with?

I enjoy connecting with people that are excited about taking control back of their financial life and are ready to get engaged regularly in the process. They want to attend client events and webinars, become active members of the Private Banker community and share their excitement and wins by embracing this concept with friends and family. They regularly read from Nelson Nash Book Becoming Your Own Banker and share new discoveries they find with me so we can have a fun and engaging discussion about it. They are focused on being the master of their own financial destiny and are ready to do what is required to make it happen. They have strong family values and want to get their family engaged in conversations about creating a prosperous and abundant life.

What I'm Really Like