I became a financial advisor with Edward Jones in order to serve families in a deep and meaningful way. Our financial health determines so much of our life's trajectory and it is an honor to help my clients organize, plan, protect and transfer their wealth.
As an Edward Jones financial advisor, it is a priority of mine to truly get to know each client's story. And it is, of course, important for you to learn about me as well.
This is my story.
Outside of work, I love spending time with my family. With help from my wife Mary, we have three kids: Ian, Maddie and Marcus who spend much of their free time at the University pool where they train daily as competitive swimmers. All three have achieved amazing success including representing Waterloo, Ontario and even Canada on the world stage.
I will strive to make sure you feel heard and that I understand your unique story. I focus on helping you understand the investment world in terms you can understand so you will know why I suggest a specific strategy; what to expect from it and how much it is going to cost.
I'm inspired every single day by the people I'm so lucky to work with and meet. My branch office administrator, Sylvia Baird and I strive each day to provide the most ideal client experience that we can. We are so fortunate to be able to serve the Kitchener-Waterloo community, and are eager to help more people.
Relationships are key, and I believe that meeting face to face builds strong relationships, even if the face to face is on a screen. We meet when and how it’s convenient for you, because we recognize the challenging demands of your lives. Let's start the conversation at 519-880-1649. I look forward to helping you achieve your financial goals.
My Personal Interests
- Spending Time with Family