My economics and finance background has allowed me to build a practice that is suited for high-net-worth families, individuals and farmers. When I work with my clients towards their goals, I am focusing on my understanding of economics on a global and local scale, and use my critical thinking skills to provide solutions for complex needs. The wealth of experience and knowledge is used to work with my clients in one-on-one meetings, to listen and understand their needs and then work towards an appropriate solution that is a fit for those needs.
I have studied economics and finance at University in the United States and at a Business School in Europe, and have built my practice around that core competency. Helping people has always been at the core of my life and I wanted to make sure to extend that into my career as well.
My practice is built around my clients needs, and especially around growing investments, and estate planning. I believe in working in an engaging manner with clients, that is transparent and genuine. Navigating the world of financial investments can be daunting, but it is my privilege to bring more understanding and clarity to my clients in regards to them.
It is important to me to do business in a socially responsible manner and that is one of the reasons I joined Edward Jones. It allows me to work closely with my clients, and gives me the support that allows me to provide fitting solutions to my clients. Even though we are the largest asset management firm in North America we believe in a local approach, and I am glad that I can serve my community of Sylvan Lake as a Financial Advisor in an individualized and down to earth manner.
I have been married to my wonderful wife for 14 years now, and we love spending time with our dog, walking on the trails in Sylvan, and all the outdoor opportunities this wonderful town provides.
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