When working with a financial advisor, a strong personal relationship is key. At stake is your life savings, your personal goals and your future. You'll need to feel comfortable sharing your hopes and dreams for your family. You'll want someone who takes the time to get to know you and what you value – these topics are too important to rush. For the past 10 years, I've built those kinds of relationships with clients I serve.
I get excited every day to helping individuals, families and business owners in our community achieve their financial goals. Understanding what's important, using our established process and partnering together for the long term to ensure our clients stay on track all while building meaningful relationships is what has made our branch first of mind to our valued clients. While working with our clients, I believe that educating and explaining financial concepts while using today's technology is as important as the recommendations that we make.
Our branch team includes Sr. Branch Office Administrator Nancy Van Galen who has been with Edward Jones since 2004, On Call Branch Office Administrator Liz Rotherham and myself. We strive to exceed your expectations and to partner with you and your family over time. I believe that personalized service is essential when matching clients with the right financial security products and services.
Prior to starting at Edward Jones in 2010, I was a business owner of multiple Carman's Foto Source locations and part of the company for over 15 years. I live just outside of Simcoe and have been a part of the community for over 20 years. Outside of finance, I enjoy keeping active golfing, spending time with family and model railroading.
If you ever have questions about your plan or about specific financial products, contact us. We will set up a time to meet to review your needs and address any questions you may have. Contact us today at 519-426-3329 or email at [email protected]
- Retirement Income Strategies
- Retirement Savings Strategies
- Intergenerational Planning
- Wealth Strategies
- Estate & Legacy Strategies
Phone NumberDaryl Dankwardt at (519) 426-3329
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