As an Edward Jones financial advisor, I work with clients to achieve their financial goals including wealth management, retirement, estate solutions, tax guidance, insurance needs and saving for education.

I have 40 years experience in the financial services industry. I began my career in banking working as an assistant manager, branch manager and account executive in the wealth management division. My career with Edward Jones began in 1999 as a financial advisor in Niagara Falls. I have held several leadership roles within the company. I became a limited partner in the company in 2002. I qualified to attend Edward Jones' annual Leader's Conference, an honour reserved for our firm's top 10 per cent of financial advisors. This was my 10th year as a qualifier.

I am an active member of my community including the Rotary Club of Niagara Falls, the Rotary Club Foundation and Niagara Falls Concert Band. I have previously served on the Board of the GNGH Foundation and Heart Niagara.

Partnering with me are Christine Smatana and Marilena Vitaterna. They are the Branch Office Administrators who are dedicated to providing you with exceptional client service. Please contact them with any account service questions you have.

Edward Jones is a limited partnership with over 850 advisors in Canada and more than 17,000 throughout North America. Edward Jones has headquarters in Mississauga and St. Louis. Edward Jones has been ranked #1 in investor satisfaction with Full Service Brokerage Firms for eight years in a row.*

I would like to provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss how to reach your financial goals.

*Edward Jones received the highest score in the J.D. Power 2013-2020 Canada Full-Service Investor Satisfaction Studies of investors' satisfaction with their full-service investment firm. Visit jdpower.com/awards

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