I'm a CERTIFIED FINANCIAL PLANNER (CFP® ) professional, CIM®, and RRC® based in Medicine Hat, Alberta.
I've spent more than two decades working in financial services and currently work as a Wealth Planner with Optimize Wealth Management in Medicine Hat, Alberta.
This site isn't about products or pitches. It's where I share how I think:
Money and decision-making
Health, longevity and performance
Community, inclusion and the things I'm curious about
Outside of finance, I'm focused on longevity, running, and optimizing performance—physically and mentally.
I'm also deeply involved in the inclusion community, advocating for individuals with intellectual disabilities and their families.
Take what's useful.