As a partner in the Independent Business Group, and certified Family Enterprise Advisor, I proactively advise business owners and their families on a wide range of tax, accounting and advisory issues.
Specifically, I help family-owned enterprises position themselves for success—and pass the torch to the next generation. By taking the time to understand the unique nuances of each family fact pattern—and developing long-term relationships with each and every one of my clients—I work with them to identify and address a wide range of business opportunities and challenges.
Whether they’re looking to grow their business, create a tax-efficient estate plan, structure a business venture, or simply acquire year-end accounting assistance or tax compliance advice, I’m here to help.
When I’m not at the office, you can find me out in the community taking in all that the beautiful Okanagan Valley has to offer—often on the cycling paths or the slopes. I also enjoy making our community stronger through a variety of volunteer efforts.