Experience and Background

Growing up, my parents emphasized the values of hard work, attention to detail and "doing the right thing". My father always asked "Did you do your best?". Today, I try to instill those same values in my two university age sons and strive for excellence in everything I do.

For the last 14 years at Edward Jones, I have found a career that allows me to pursue my passion for excellence and doing what's right. Our branch team in Thornton, just south of Barrie, is made up of myself and Office Administrator, Fiona Cox. Together, our goal is to provide the highest possible level of service. To have a positive impact on and to deepen our relationships with our clients, we take the time to learn who they are and what's most important to them.

We help business owners, professionals and retirees gain clarity, confidence and peace of mind to ensure financial success. People are often in transition and need guidance to navigate the confusing array of options. For example, we partner with individuals transitioning to retirement, with business owners working on a succession plan or with families currently retired and thinking about transitioning their wealth to the next generation. By setting clear steps to help manage their financial affairs, it is here that our clients find value in the service we provide.

I am grateful for the opportunity to work with so many wonderful people everyday in our practice and I look forward to building new relationships in the future!

Focus areas

  • Business Owner Considerations
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Special Needs Financial Considerations
  • Wealth Protection Strategies
  • Socially Conscious Investing

My Personal Interests

  • Spending Time with Family
  • Real Estate
  • Photography
  • Art & Theater
  • Traveling

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends

Branch Team

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