I joined the De Thomas Wealth Management administrative team in 2020. Since then, I have begun to work toward my goal of becoming a Certified Financial Planner. Being able to learn from Gerald Goertsen, one of the top advisors in Canada has been a privilege and a blessing.
In 2019, I graduated with a Diploma in Business Administration from Okanagan College and currently am in the process of obtaining my Mutual Fund license. With previous work in customer service, my passion for finance and people drives my pursuit in the finance industry. Born and raised in beautiful Kelowna, BC, I make the most of our four seasons and enjoy participating in various sports: snowboarding, basketball, hiking, and hockey.