Every day, I build and maintain personalized financial strategies that serve as a road map for the next five, 10, 15 years or more as clients move to and through retirement. I believe it's important clients understand not just what we will do to reach our goals but also how and why. How will we prepare for financial emergencies? How is this recommendation uniquely suited to their needs? Why this investment and not that one?

Education is a big part of everything we do. We may talk about the difference between a dream and an actionable, measurable goal, for example. Or we may discuss the advantages of being diversified across a variety of investments rather than simply within one mutual fund. I make it a point to help clients understand what, why and how so they can take ownership of their financial future.

One of the many benefits of working with Edward Jones is that we are a partnership rather than a publicly traded company. We are accountable to our clients, not to stockholders. Our branch team includes Senior Branch Office Administrator Angela Ainslie and part-time Branch Office Administrator Helen Johnson – and we are all three part-owners of the firm. We are invested in the success of our clients and will be here for the long-term. We build more than financial strategies; we build relationships.

My own relationship with money was influenced by my grandfather. He left me some money in his estate. It gave me a sense of financial freedom when I used it as a down payment on my first home. Today, I help clients find their own financial freedom.

Outside of work, I am devoted to my family. My wife and I moved here in 2008 to set down roots and start our family. We now have a son who is crazy about playing hockey and a daughter who likes hockey because her brother does. We enjoy our backyard pool and a leisurely game of golf with the whole family.

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 Closed
Sun Closed

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