When people ask why I became a Financial Advisor, it's an easy answer for me - to help people realize their hopes and dreams. I take great pride in working with individuals and families here in Vernon; really listening to determine what's important to them and helping them achieve their financial goals.

I take an individual approach when working with you; there is no one-size-fits-all when it comes to developing personalized financial strategies. Whether you're planning for retirement, saving for college for children or grandchildren, or trying to protect the financial future of the ones you care for the most, we will work together to develop specific strategies to help you achieve your goals. We will also monitor your progress to help you make sure you stay on track or determine if any adjustments need to be made. Throughout it all, I'm dedicated to you and your success.

My Branch Office Administrator, Tammy Nickoli, has been with me for over three years, and has over twenty years' experience in the industry. She is dedicated to providing the highest level of service possible and is the friendly face you'll see when you first come in the office. Tammy grew up in Coldstream, lives in Armstrong and is very active in the community.

My wife, Lisa and I have three kids and, as a family, we made the decision to move to the Okanagan from Calgary in 2005. We didn't want to wait until retirement to live out our dreams so made the move and haven't looked back. Both Lisa and I grew up and went to school in the Greater Vancouver area but are happy to call Vernon home. I love playing hockey and golf, running, and spending time with my family and also playing guitar. I spent many years coaching amateur sports, mostly hockey and soccer, and volunteering for my children's school activities.

If you'd like to learn more about how Edward Jones and I can help you achieve your goals by offering solutions tailored to your specific needs, please visit my office or give me a call.

My Personal Interests

  • Hockey
  • Golfing
  • Music
  • Running
  • Spending Time with Family

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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