By spending time with you and listening to what really matters, I work to set you on a course towards achieving your life goals with financial peace of mind.  With independent advice, a comprehensive financial plan and regular checkups, I can ensure you are on track with your financial goals and retirement plans. 

I joined RGF Integrated Wealth Management in 1996.  In 1998, I obtained my CFP designation and I began working alongside our founder Jim Rogers as a financial advisor.  It was a pleasure helping clients reach their retirement goals and enjoy retirement without financial worries.  I have recently returned to my role as a financial advisor after stepping away from my career to be at home with my children in their younger years. 

I currently reside in South Surrey with my husband Mark and two children, Cormac and Angela.  Away from the office, I spend some time volunteering at my children’s school and Good Shepard Church.  I am also a huge fan of hockey (when my son is on the ice) and I love watching my daughter play on numerous school sport teams.