As your Edward Jones branch team, we believe it’s important to invest our time to understand what you’re working toward before you invest your money. Working closely with you and your accountant, lawyer and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings so you have more options when you retire, regardless of what you decide to do.
I attended the University of Alberta and graduated with distinction in 1985 with a Bachelors Degree in Commerce majoring in Finance. I spent several years in the new home construction industry managing a major Edmonton homebuilder. I was drawn to helping people with planning for their retirement and other long-term goals. In 2001 decided to join Edward Jones as a Financial Advisor, originally in Whitecourt, Alberta until late 2002, when I returned to the greater Edmonton area.
I have been married to my wife, Susan for 15 years and have two children - Spenser and Hunter. I have lived in the St. Albert / Edmonton area for the majority of my life.
We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.
- Retirement Savings Strategies
- Wealth Strategies
- Business Owner Considerations
My Personal Interests