Understanding and serving clients, developing deep personal relationships with them, and meeting their needs across their lives in a way that's complete to them is what is most important to me. Focusing on you and your goals and building you a personalized financial strategy is something that I and my branch team strive for every day.
When you come into our branch, you will soon see that this is a company with a difference. We truly care. We understand that you and your goals are unique. And we seek to fully understand you and develop personalized solutions for you. Whether it is planning for retirement, living in retirement, risk assessment, pension, or estate consideration, each situation is unique and requires a unique solution based on an established process and customized strategies.
My Branch Office Administrator, Emilia Rebelo, has over 10 years of service with Edward Jones. Emilia plays an essential role in ensuring we fully meet our clients' needs and expectations. She is dedicated to providing you and your family or business with exceptional, personal service.
My husband and I enjoy our home on Lake Simcoe and spending time with our Siamese cat, Kimi, and two horses - a Tennessee Walking Horse named Blue and an Arab Pinto named Gibson. We welcome and enjoy the opportunity of sharing our equestrian family members with our clients and their families.
Working together, we can help you develop a complete, tailored financial strategy to help you realize your financial goals. Please feel free to drop by the branch, call, or email. Emilia and I look forward to meeting you.
My Personal Interests
- Horseback Riding
- Community Outreach