I am a seasoned financial advisor with more than 16 years of experience in helping investors reach their goals. I am happy to say that my business is so much more than just a job – it's a chance for me to fulfill my passion of improving the lives of families and businesses in our community. I am here to help people with their financial goals. My passion has always been imparting knowledge and educating individuals so that they are more aware of their financial health.
My whole career has been in the sales side. I have always been entrepreneurial. Prior to Edward Jones I was working with Investors Group. My leading motivator for me to come in this business was to assist people with the financial knowledge that they don't have or shy away from. At Edward Jones, we value personal relationships based on a deep understanding of your unique financial needs. We can develop a solutions-based approach tailored to your individual goals and provide exceptional service. We focus on serving the financial needs of individual investors of all ages and financial means. We have built our business by treating our clients as we would want to be treated, a simple idea that still makes sense in today’s complex marketplace.
I have lived in Lloydminster for the last 42 years. My family is comprised of my wife Lori and 4 children, twin boys, Easton and Chase, my daughter Devyn and my son Gage. In my spare time, we as a family love to go to our cabin in Turtle Lake and spend time there with our lake "family" and friends, enjoying the natural surroundings.
My Branch Office Administrator, Tonya Weir and I have been working together for the last 6 years. She keeps me on the right track. She always has a smile on her face and our clients love to talk to her. We both as a branch team are here to look after you, help you with your journey towards your financial goal and treat you as family.
Please call our branch, email us or drop by to see me.