My Story

A legacy of coaching, now crafting financial futures: Eastwood Financial

The transition from a rink to the realm of finance might seem unconventional. Yet, after a dedicated 25-year career in coaching, I found myself resonating with the nuances of the financial world, embarking on a journey that began at the esteemed Principal Financial Group. My tenure in the banking sector added layers to my experience, but it was the urge for autonomy and the desire to genuinely advocate for my clients that propelled me towards independence.

In 2019, Eastwood Financial was born. Rooted in the belief of flexibility, our venture is independent, unshackled by the constraints of single insurance affiliations. This independence grants us the agility to tap into a plethora of companies and tools, meticulously crafting the most optimal strategies for your business.

While our initial endeavors revolved around individual financial planning, we observed the unique challenges small businesses faced. It resonated with my coaching spirit – the drive to mentor, guide, and lead teams to victory. Today, our spotlight shines brightly on small businesses, dedicated to safeguarding their financial health and ensuring they thrive amidst challenges.

Hockey taught me the essence of a well-rounded team, where every player on the ice has a specific role, complementing each other to ensure victory. Similarly, at Eastwood Financial, we align ourselves with professionals across various financial fields. We're not confined to specific partners, ensuring that we put the best players, or in this case, the most adept financial minds, on the ice for you. These collaborations are integral in pursuing our shared goals.

My teaching roots have instilled in me the essence of empowerment. Helping others, whether it was guiding them to score a goal or aiding them in navigating financial hurdles, has been the cornerstone of my journey. At Eastwood Financial, we revel in witnessing our clients achieve financial success, and as we celebrate half a decade of unwavering service, we are steeled in our commitment to witness many more milestones together.