I started Gold Oak Financial to help clinic owners better understand their numbers and turn financial data into clear, actionable insights. I’m passionate about providing practical information that helps business owners make more confident decisions and feel more in control of their operations.

My goal is simple: to build strong relationships with clinic owners and support more informed decision-making through clear monthly reporting and performance analysis.

My background is in healthcare financial reporting and performance analysis, with a focus on translating financial and operational data into meaningful insights. With over five years of experience in financial reporting, I focus on making financial information easier to understand so business owners can clearly see what is driving performance. I am also a member of the Chartered Professional Accountants of Ontario.

Outside of work, I enjoy travelling on cruises, spending time in nature, and cooking outdoors on my smoker and Blackstone.