I didn’t set out to become a Life and Health Insurance Advisor or an Infinite Banking Concept Practitioner. I set out to be a teacher.
I studied education, but in 2013 a temp agency placement brought me to a small Alberta firm where I was introduced to the Infinite Banking Concept. At the time, I didn’t fully understand what I was seeing. What I did recognize was that people were thinking about money differently, with more clarity, more intention, and more control. I stayed for six years, and somewhere along the way, I realized this was the work I was meant to do.
During that time, I had the opportunity to meet Nelson Nash in person. What stayed with me most wasn’t a technical discussion about policies or finance. It was the way he taught. He answered questions with questions. He challenged people to think for themselves instead of simply accepting conventional advice. That experience changed the way I viewed money, banking, and personal responsibility.
Like many people, I spent years watching money flow through my hands and into someone else’s system without ever questioning it. Once I truly understood the principles behind Infinite Banking, I couldn’t unsee it. I started where I could, with my first policy on my daughter Shea when she was still an infant, and continued building from there over time.
Before becoming an advisor, I spent years watching what happened after clients implemented policies. Too often, they received education upfront but very little ongoing guidance afterward. That experience shaped how I work today. I believe implementation is only the beginning. The real value comes from long-term coaching, consistent support, and helping clients think differently about money over time.
Today, I work with individuals, families, and business owners who want more control, clarity, and confidence in the way they manage their financial lives. I’m based in New Brunswick and spend most of my time outside of work with my daughter Shea. Family is at the center of everything I do, and it’s a big part of how I approach my relationships with clients. I’m not here to pressure anyone into a decision. I’m here to educate, guide, and help people build something meaningful for the long term.
