Location Served - Humboldt
I help people reach their goals and objectives, either financial or personal. I have 14 years of financial experience, 12 of those being with the Credit Union. The most important function of my role is making sure that people meet their goals and objectives as efficiently as possible.
Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.