Alberta born and raised, I am proud to have served Lethbridge for the past 11 years. I am passionate about providing easy to understand, professional advice to my clients with integrity. I partner primarily with professionals, business owners and farm families. I take immense pleasure in working with multiple generations of the families I serve.

I hold the Certified Financial Planner® designation: long considered the gold standard of financial planning in Canada. I also hold the CIM® (Chartered Investment Manager) designation and am a fellow of the Canadian Securities Institute (FCSI®). I would consider myself a lifelong learner and am always looking for new ways to grow my impact.

I take pride in knowing each of my clients on a personal level so I can truly understand what is important to them. Before investing your hard-earned savings, I want to become invested in you! I will partner with you throughout your life with tailored solutions so you can confidently work towards your goals. As important as having a strategy is, execution is just as vital. As we work together, life is certain to throw you curveballs; I will adapt to changes along the way.

My branch partner, senior branch office administrator Brenda is the first smiling face you will see when you come into our office. We have been together for 9 years. She is a true asset to this process and diligently takes care of our clients.

As a partner of the firm, I know Edward Jones puts its client's interests first. We consistently rank high in client satisfaction surveys. Together our 19,000 advisors manage $1.8 trillion in assets for our clients. The size and scale of Edward Jones allows us to continuously invest in tools and research. This results in better outcomes for our clients and provide the most informed advice.

Outside the office I love spending time with my young family. My two amazing daughters make me laugh every day and my wonderful wife brings me joy. Together we love to camp, ski and enjoy the outdoors.

My office is conveniently located in South Lethbridge just off Mayor Magrath and Scenic Drive in Fairway Plaza. Enough about me, tell me about you! Stop in or reach out so I can learn more about you and what goals you are working towards, and I would be happy to be of service.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Education Savings Strategies
  • Business Owner Considerations

My Personal Interests

  • Spending Time with Family
  • Camping
  • Skiing
  • Volunteering
  • Outdoor Enthusiast

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 By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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