Background and experience
I have been with Westoba for almost 18 years, gaining experience in a variety of positions and now as Estate Specialist. I have always had a fear of death and decided it was time to conquer that fear and help others. I was born and raised in Manitoba, originally from Winnipeg and now in Brandon with my children and grandchildren.
I love being able to help our members with quality service and advice, providing solutions that can make their financial situation better. Being a part of a collaborative team inspires me to help guide our members every step of the way.
How Can I Help You?
My role is responsible for ensuring that the estate process is handled seamlessly. The Estate Specialist position at Westoba was created to ensure a consistent member experience when assisting members with estates, while still providing compassion in a time of need.
I have continued my education and received my Executor Advisor Certificate which provides me with additional resources and tools to help answer members questions. During the estate handling, I can provide guidance through a difficult time in your life. I am flexible in location and able to meet in Brandon or rural branches whether via phone, email, or virtually. With every estate I handle, I aim to build a strong connection with those I am working alongside.
A valuable tip I can give to all members is to make sure you have an updated Will, POA, and Medical Directive. This limits the guessing your family members need to do in regard to your intentions with your estate.
On a Personal Note...
I love spending time with my grandchildren, walking five miles three to five times per week as I love nature, and watching makeup and hair tutorials!