I joined Edward Jones as a financial advisor in 2002, opening an office in Edmonton, Alberta. I have built a successful business based on helping individual investors work toward achieving their financial goals. With a successful practice focused on building exceptional client experiences, I have invited another financial advisor to join me in my branch office to better serve local investors in my community.

Over the years, I have served in field training and mentoring new financial advisors, including travelling to the firm's training facility in Mississauga, Ontario as part of the visiting veteran program. Being a visiting vet is an opportunity to help coach and mentor our newest financial advisors and welcome them to the firm.

I currently volunteer in the role of Culture of Compliance Leader, supporting our region through the practice of running an ethical and compliant practice while celebrating the deep culture of our firm, focusing on human centric advice.

I hold a Certified Financial Planner professional designation and have had enjoyed leadership training, including the Leadership Development Capacity program and The Climb: An Ultimate Development Challenge for Leaders.

My Branch Office Administrator – Jacqueline Howard and I are dedicated to offering the highest level of service to our clients. We pride ourselves on working together to become a partner in your lives to help you achieve your goals. We look forward to meeting with you and discussing how we can build a personalized financial strategy that will meet your needs today and help you reach your dreams and goals for the future.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Socially Conscious Investing
  • Intergenerational Planning
  • Charitable Giving

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 Closed
Sun Closed

Branch Team

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