As a financial advisor with Edward Jones, I make it my priority to ensure the individuals I work with, and their families receive the same quality service and attention that I would personally expect as a valued client.

When we work together, I will be able to understand what is truly important to you and your family. We will discuss your risk tolerance, set up goals based on your personal needs and then build a long-term strategy to help you successfully achieve those goals. My Senior Branch Office Administrator Tammy-Lynn and I make certain that our clients feel heard and in control of their futures with regularly scheduled contact to review these goals and make any adjustments based on their updated lifestyle requirements.

Having been a part of this industry for over 20 years and specifically with Edward Jones since 1998, my goal is to help my clients comfortably navigate through the rises and falls of the financial market. I will guide them towards making informed and educated decisions with the primary focus towards reaching the long-term investment goals established throughout their journey with me as their advisor.

I graduated with Honors from the University of Waterloo in 1984, receiving a bachelor's degree of Economics. I have also earned the designations of Financial Management Advisor (FMA) and Fellow of the Canadian Securities Institute (FSCI®) through vigorous training and continued education. Both designations hold me to a higher standard of knowledge, service and ethics which my clients benefit from and appreciate as fellow investors.

Outside of the office, I like to spend quality time with my wife Allyson, my daughter Amanda and my beautiful granddaughter Taylor; who will become a big sister this coming January. I enjoy curling, taking walks around the neighborhood with my wife and our canine companions Jack and Macy and watching the Denver Broncos.

I am excited to help you achieve your goals and looking forward to working with you!

Focus areas

  • Retirement Savings Strategies
  • Wealth Protection Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Football
  • Curling

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

Request an Appointment

More to explore

An Edward Jones client reviews her financial situation.

Find your financial Starting Point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More

Setting your path

We use an established process to help you reach your goals.

Learn More