Welcome! Thank you for visiting my page. By doing so, you have taken an important step in preparing for your financial future. I believe a strong personal relationship is a critical component of the client and financial advisor relationship, and it's my hope that this page will give you insight into who I am and how I partner with clients.
My relationship with Edward Jones began as a client in 2004, and in 2008 the firm became my employer of choice while I was studying Finance at Brock University. I endeavor to begin and end my career with Edward Jones.
As a Financial Advisor at Edward Jones, every strategy I offer is personalized and based on what's important to you. Together we will build a roadmap so that you always know where you stand, and the steps you can take to achieve your goals. Throughout your life, we will work with you to keep you on track and ensure ongoing progress. While doing so, I will educate and explain concepts in an easy-to-understand manner so you understand the reason behind my advice.
In addition to myself, my branch team includes Branch Office Administrators - Jen Kimman and Nicole Baubie. Together, we use an established process to help organize your finances and keep things simple. Throughout it all, we're dedicated to providing you top-notch client service. I will also gladly partner with your accountant, lawyer, or other trusted professionals to make sure your financial strategy aligns with the work they do for you.
When I'm not in the office I can usually be found golfing at Twenty Valley, hiking on the Bruce Trail, spending time with family and friends, or planning my next travel getaway.
Helping individuals is a passion of mine - I would love the opportunity to learn more about you and how I can help you plan your financial future. If you would like to set up an introductory meeting, please give us a call in the office.
We look forward to meeting you!
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Socially Conscious Investing
- Business Owner Considerations
- Wealth Protection Strategies