As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you are working towards before you invest your money. A one-size-fits-all approach maybe fine for some investors, but we believe investments should be tailored to your personal needs. Whether your goals included preparing for a comfortable retirement, enjoying retirement, paying for education, preparing for the unexpected, saving money on taxes or creating a legacy, we can offer investment solutions tailored to all your financial goals.
As a native to the area, my husband and I have lived in Goderich for over 25 years. Many in the area know me from my previous career as the financial service manager at a local car dealership. During that time of my life I had the realization that every single client was at a different stage of their life with different needs. In June of 2017, I took a leap when I was offered the opportunity to come on board with Edward Jones. This opportunity allowed me to help people on a deeper level.
Outside the office, I am a wife, a mom to two wonderful girls and two Golden Retrievers. You may see me out and about in the community as I am an active Goderich Rotary Club member, ringette coach, Goderich Golden club member and have a seasonal campsite near town.
Lori Carter joined my branch as the Branch Office Administrator in 2020. Many may know her from her many years in the hospitality industry. She provides one-on-one service to clients and keeps our branch operating efficiently. Together, our goal is to provide the personal service that affirms how important you, your family and your success are to us. As a privately held company, we are responsible only to our clients, not to outside stakeholders. The firm has thousands of staff and advanced technology which supports our office.
I would love to discuss how we can work together and answer your questions so you can make informed, financially sound decisions.
- Retirement Income Strategies
- Retirement Savings Strategies
- Education Savings Strategies
- Wealth Protection Strategies
- Estate & Legacy Strategies
- Divorce Finances
My Personal Interests
- Coaching Sports
- Spending Time with Family