The Trusted Plan Owner

Health science graduate, husband, dad, son, business owner, insurance nerd, obsession for details and bikes

I lived in Bolivia, South America for a brief period of my childhood – but I call Calgary and its surrounding majestic mountains home.  My downtime is spent in BC’s Columbia Valley with my high school sweetheart and my son typically biking, skiing, kayaking, swimming and hiking.  Anything outdoors really.

As a graduate of health sciences, I have always been fascinated by human physiology.  My career started with how this physiology was impacted by work related injuries and with it quality of life.  Future roles as a clinical coordinator and disability management consultant provided me with the privilege on how injury and illness can impact all walks of life from trades to administrative, executive roles.  Regardless of pay differences the outcome was always the same – lives, households and relationships became derailed.

Prior to the genesis of the Trusted Plan I founded and operated an international wine importing agency focusing on family owned, limited production wines.  This 13-year stint provided me with invaluable experience relative to international business.   

Fusing these past rolls and academic training into my current role as your lifetime advisor means that I can relate to the fears, stresses and desires associated with running your business and the constant strive for peace of mind for you, your family, your work and your legacy.

Please come back soon to see my video introduction.