As a Financial Advisor, client goals are at the center of everything I do. I am passionate about partnering long-term with families, individuals and business owners to guide them in making sound financial decisions that will help them live their best lives. Using an established discovery process, I help implement tailored financial solutions based on what is most important to you. The financial world we live in is complex and with limited good advice, it’s quite easy for people to make mistakes or miss opportunities that can affect their financial health.

My amazing wife Katie and I have three beautiful little girls. As we are right in the thick of family life, it gives me an inside look at the concerns, fears and needs that other families can have when it comes to the financial aspects of their lives. Katie and I have both lived in Southern Alberta for 20+ years, we love getting outdoors to golf, camp, fish and hunt.

After completing a Bachelor of Commerce degree at University of Calgary, I partnered with Edward Jones in order to build a financial advising practice where I could truly put my clients first. I am proud to work for a firm where there is no confusion that clients are the priority.

My office is located in Lethbridge Alberta. Partnering with me is my Branch Office Administrator, Michelle Hudak. Michelle and I are dedicated to offering the highest level of service possible to our clients. We pride ourselves on helping you feel informed, secure and in control of your financial future.

Call us today we would love to get to know you better!

Focus areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Business Owner Considerations
  • Wealth Protection Strategies
  • Education Savings Strategies
  • Charitable Giving

My Personal Interests

  • Spending Time with Family
  • Backpacking
  • Golfing
  • Community Outreach
  • Fishing

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

Email Me

More to explore

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Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Setting your path

We use an established process to help you reach your goals.

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