First and foremost I am a family man. I married Heidi, my high school sweetheart, in Vernon BC in 1983 and we have four fantastic kids: Nathanael, Courtney, Morgan and Micah. Heidi grew up in Vernon, graduating from VSSS in 1980 while I grew up in Oyama and graduated from GESS in Winfield BC in 1981. We met while working at the Village Green Inn, for me it was love at first sight while Heidi needed some convincing… it’s a great story.
After Heidi and I graduated from the two year theology program at Christ For the Nations Institute (CFNI) in Dallas TX in December, 1984, I went on to complete a Bachelor of Science degree from Southwestern University in Waxahachie TX in 1988. Heidi and I were in full-time church work from 1985-2006, serving in two congregations, Trinity Church of Cedar Hill TX and Victory Church in Lethbridge AB. As a pastor, people often came to see me about financial issues. Hence, I have been helping people manage their money for years. Our years in pastoral ministry were rewarding, but after twenty years we were ready for a change. The movie, The Pursuit of Happyness, came out in the winter of 2006 and influenced my decision to become an Investment Advisor.
You have to be good with money and good with people is my favourite line from the movie and that line helped me connect the seemingly dissonant careers of gospel ministry and wealth management. I helped people spiritually, now I help people financially. (To see what my client-partners have to say about working with a former minister, feel free to go to the Client Testimonials tab on my home page.)
In addition to the rigorous, requisite training and studying to become an Investment Advisor, in late 2010 I earned the coveted Canadian Investment Manager (CIM) designation, allowing me to specialize in portfolios for high net worth individuals and institutions. Further, I have my life insurance licence which makes me a one-stop shop for most clients.
Somewhere during these frenetic and fabulous years of marriage, family, college and work, I took the time to write two self-published books plus made numerous humanitarian trips, including six to Africa and two to southeast Asia. My diminutive, Ukrainian Mother taught me there is no substitute for hard work and I endeavour to live by her credence.
People close to me describe me as well-travelled, well-read and well-spoken. In my free time I enjoy tennis, golfing, running, fishing, skiing, hockey, reading and spending time with family and friends. Simply put, I love life in the Okanagan valley!