Scarborough is my community. I grew up here, raised my kids here, and still live here. Twenty years ago, Bev Boult, our branch office administrator, and I opened this office. Its been a tremendous journey.

Many clients from our early days are still with us. They tell me they like our honest and straightforward approach -- one that involves two-way understanding. For me, it's understanding what matters most to every client because that's the foundation of a personalized investment strategy. For clients, it's gaining an understanding of the strategies I recommend, the true meaning of risk versus return, and how we protect the portfolio against market volatility. It's my job to ensure this understanding happens.

Achieve success towards retirement, or any other number of goals, and living in retirement require very different sets of strategies. One is accumulation and one is making the money last. Whatever the need, we'll partner together for the long-term to stay on track.

I've always been involved in finance but before Edward Jones, I worked for one of the large bank owned investment firms for many years. I chose to join Edward Jones for the things they don't do -- no commodities, no penny stocks, no get-rich-quick products, and no conflict of interest because the business has just one profit center. I realized I could use my knowledge to personally help individuals and would be free to go out and search the marketplace for the best investments from all kinds of providers. There's nothing better than watching a client reach a life goal and knowing that I was able to help make that happen.

My wife and I are delighted that our three adult children live nearby as it allows us time to get together as an extended family. Our household is rounded out with a golden retriever. For fun, I enjoy family time at home or at our cottage, travel when we can, a game of golf, playing slow-pitch baseball alongside my son, and going to a movie or dinner with my daughters.

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 - 04:30PM
Sat Closed
Sun Closed

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