I joined Edward Jones in 2010, after spending several years operating a business in the Hamilton area. My business was a terrific learning experience, but it did not give me the satisfaction I was looking for; I was not making a significant impact on the lives of others. I decided to set up my financial advisory practice in order to partner with clients over the long term and to influence people's lives for the better.

I chose to work with Edward Jones over other firms in the industry because the core values of this firm align with mine: the client always comes first! This is due to the fact that our firm is a partnership and we do not answer to outside shareholders who are looking for profit first. In 2018, I was invited to become a partner in the firm, cementing my commitment to serve our clients and my community through Edward Jones.

In my practice, I work with local families and business owners to understand what is most important to them. We spend time discussing their hopes and dreams in order to identify, prioritize and define their financial goals. I then use an established process to provide personalized solutions to help them reach those goals. Our clients and I partner together as they journey through life, and I am always available as an advisor, a coach and a resource.

My wife and I, along with our four young children, are true Hamiltonians. Born, raised and educated in the city, we have always had a sense of community and a desire to work within our local community to help it thrive and grow.

Focus areas

  • Retirement Savings Strategies
  • Business Owner Considerations
  • Intergenerational Planning
  • Education Savings Strategies
  • Special Needs Financial Considerations
  • Socially Conscious Investing

My Personal Interests

  • Volunteering
  • Outdoor Enthusiast
  • Photography
  • Tennis
  • Cooking

Office Information

Office Hours

Office Hours
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

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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