I found my way into the financial services industry in a roundabout way – through a ten year career as a professional actor, predominantly on the stage. Someone who loves to argue, sing, & cry in front of an audience might not traditionally also love time-value of money calculations, but that’s me in a nutshell. I was often one of the only cast members in the professional acting world who had read & understood the insurance benefits guide through our professional association. I found myself in a position of trust explaining insurance coverage and our retirement savings options on a casual basis. When I was looking for the next step beyond performing, I got started in the industry providing insurance and investment advice, specializing in helping the creative class find ways to make their financial lives support their artistic and personal goals.
While working in my own independent practice, I was looking for a way to shift from working on my own to joining a team that aligned with my values. ES3 drew me in with their unique workplace culture, openness to change, and the ability to be a difference-maker in a nimble organization not tied to doing things the way they have always been done.
Supported by my strong practical & analytical mindset balanced by a creative streak, I understand our clients’ big picture and communicate ES3’s recommendations in engaging ways. I find that my experience working with creatives has proven quite transferrable to the typical Evolution Strategies client – after all we are all creatives in our own way.
Watch out for my next chapter with ES3 where I will continue to be creative and values driven as Para-Planner with the Evolution Strategies team.
Three Key Words: Principled, engineer, designer
Industry Experience: Previously, independent holistic financial professional specialized in socially responsible investments and working with the creative class.
Education: BFA Drama with Distinction, University of Alberta, CERTIFIED FINANCIAL PLANNER® professional
Hero/Heroine: My father was a CGA and a great dad. I’ve always considered him to be one of my biggest role models.
Extracurriculars: Family: a loving husband and proud father. Singing, hiking, camping, nordic and downhill skiing in beautiful BC. Housing co-operative member and volunteer as Chair of Finance and Rules & Policies Committees. The fun never stops with me! I’m also the Vice-president and Treasurer on the board of a small theatre company, Delinquent Theatre Society.