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While I like working with numbers, I am inspired by the people side of my work. That's why I carefully manage the number of clients I serve so that each one can expect the personal service that is the hallmark of our branch.
Ours is more than a working relationship; it's a partnership. I want to know your situation in and out. I want you to know and trust me to work in your best interest. And I want you to understand the purpose of everything I recommend so that you feel informed and in control when it's time to make decisions. That's where I draw from my seven years as a teacher and strive to make the learning enjoyable.
I'm an advocate of starting early to invest toward your goals. It's where the law of numbers comes in. The sooner you start, the more years you have for compound interest to work in your favor – that is, for your money to work harder so you don't have to. Still, no matter where you are today, my role is to help identify where you want to be and look for the financial path to get you there.
During my eight years as an Edward Jones financial advisor, I've worked with clients of all ages and life stages. That includes young investors taking off on the right foot as well as those nearing retirement and preparing for that transition.
Our branch is small and personal – just Keshia, our branch office administrator, and me. We've worked as a team for four years and have a rhythm that keeps us efficient and focused on the details. We take pride in the level of service we offer to each and every one of our clients.
On a personal note, I always been active in sports – from the Timmins ski racing team in my youth (I'm a Timmins native) to the four years I spent in U.S. competitive baseball. My wife, my 10-year-old daughter and I cherish the adventure of this northern life, often taking in the nature trails, finding a new lake to hike around and, of course, skiing.