There is nothing more important to me than understanding what is important to my clients.
I believe that the reason we invest is so that we can retire and live life on our own terms, which requires flexibility and money. I live my life by the same principles and I encourage my clients to do the same. We must plan to live in a future that is your own and enjoy it along the way. Outside of work I enjoy camping in the mountains, traveling and playing drums.
After obtaining my Bachelor of Commerce from the University of Alberta in 2015, I moved to Mississauga, Ontario to start my career with Edward Jones. I worked as a Transitional Financial Advisor where I travelled across the country helping clients continue to reach their long-term goals when their advisors were on a medical leave. I returned to Alberta in 2016.
It has been my privilege to partner with families and business owners in the community as they aspire to realize their financial goals. The deep and meaningful relationships developed over the years have created an environment where our clients feel valued and secure. Partnering for the long term to achieve goals is the foundation that my practice is built on.
Within Edward Jones I help train new Financial Advisors in northern Alberta learn how to effectively serve their clients.
My Senior Branch Office Administrator, Karen Stringer plays a vital role in our ideal client experience. She keeps our team organized and is dedicated to providing you with the highest level of service possible. She has been with Edward Jones since 2014. Karen and her husband Rex have two married adult children and five grandchildren.
We work together to understand what is important to you. We have an established process to build personalized plans for our clients to reach our financial goals. I am looking to partner with serious, long-term investors who want to work with me for the next thirty years or so.
- Retirement Savings Strategies
- Business Owner Considerations
- Estate & Legacy Strategies
- Intergenerational Planning
- Charitable Giving
My Personal Interests
- Scuba Diving
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