The No. 1 question investors have about retirement is "Will I have enough?"
To answer that question and do it well, I work one-on-one with you through a time-tested process. First, we explore your current situation, develop a solid understanding of what's important to you and what you want your money to do for you.
Next, I help you navigate the many complex investing options to help put you in control of your life choices. Investing may seem like a maze with all the options out there. I help keep the financial jargon at bay and explain things in everyday language to show you how to diversify your portfolio to maximize your gains while minimizing losses.
Lastly, I am your guide through this journey to maintain your lifestyle and keep you on track through the many financial decisions you will faced with. We answer your questions honestly and quickly. We handle the details to save you time, to save you money, and to help you make those important financial decisions
As an experienced Financial Advisor with Edward Jones for over 12 years, I hold the Certified Financial Planner ® CFP professional designation which holds those in our profession to elevated standard of professional responsibility, knowledge and ethics on behalf of the clients I serve. As a limited partner I volunteer my time on our regional leadership team to help grow our trademark level of personal service with our clients. I am also a graduate of Western University with an Honors Bachelor's Degree in Economics.
Outside of work, I play hockey, ski and bike. And I enjoy quality time with my wife and our three busy young children.
In addition to me, Jo-Ann, our Branch Office Administrator is here to support you. Jo-Ann has over 25 years experience in the financial services industry with 15 of those years with Edward Jones. She is dedicated to providing you with the highest level of service possible.
Please contact us to chat about your situation and to see if we are a good fit.