I am a recent "transplant" to Vernon, joining family who over time have adopted the Okanagan community as their own.

My grandfather moved our family, from New Brunswick, to Terrace the year after I was born. Terrace had always been my home. My father was a logging contractor and I was involved in the logging industry from a young age. After high school, my heart was set on becoming a pilot and so I studied and pursued a career in aviation.

At the age of 30, after receiving poor financial advice, I decided to change direction and become a Financial Advisor. I was, and continue to be, motivated to provide trustworthy financial advice. I am pleased to have served the community of Terrace for over 27 years, with over 13 of those years in a branch office of Edward Jones. Early in this profession, I earned the Certified Financial Planner designation. My prior work experience in the logging and aviation industries has given me the ability to connect and relate well with professionals, business owners, and their families.

My clients are approaching or are enjoying retirement. I help clients find solutions, using a proven process, by understanding what is important to them. They appreciate the recommended personalized strategies focused on their unique financial goals. We partner together to reach those goals, regularly revisiting the plan to make adjustments and to ensure we are on track.

When I am not assisting our clients with their financial needs, I enjoy time with my growing extended family, and participating in community activities. My wife, Jana, and I enjoy daily walks together with our Golden Retriever, Mollie Mae. We also enjoy hiking, camping, and kayaking.

When you contact our office, you will reach me or Alena, the Branch Office Administrator. Alena has faithfully served the Vernon community for over 25 years. She is caring, thoughtful and extremely organized.

Both Alena and I look forward to hearing from you, and to see if we can be of service.

Focus areas

  • Retirement Income Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Socially Conscious Investing
  • Wealth Protection Strategies
  • Business Owner Considerations

My Personal Interests

  • Spending Time with Family
  • Hiking
  • Traveling
  • Gardening
  • Reading

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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