As an Edward Jones advisor, I want to understand where you are currently, and learn what your priorities are, so we can tailor an investment strategy that is unique to you. Together, we will revisit your strategy regularly and make adjustments as your needs and priorities change. We offer investment and insurance services and recognize that a comprehensive strategy includes both. Our branch is committed to providing our clients with exceptional service throughout the planning process and the years that we work together.

I have been an Edward Jones advisor in Victoria since 2005. After graduating from RMC in 1987 I relocated to Victoria and I'm happy to be here with my wife, Kelly, and son, Jack. Prior to becoming an advisor I did research on environmental issues while also working in fire suppression during summer months. When not working I enjoy spending time with family and friends, woodworking, and outdoor activities such as hiking and biking.

Josey has been working with me since March 2021. She lives in nearby Cook Street village with her partner and her cat Honeybun. Josey has a passion for the creative and spends much of her free time painting.

At Edward Jones we are also fortunate to be supported by our home office team, including technology and investment professionals, who provide a depth of knowledge to help us ensure that we are providing you with the most current and comprehensive guidance. Our firm also receives consistent awards for our client-focused service.

Please contact our office if you would like to arrange a review of your existing investment strategy. We would be happy to discuss the possibility of working with you, alongside your other trusted professionals (lawyer and/or accountant), to achieve your financial goals.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Education Savings Strategies
  • Estate & Legacy Strategies
  • Wealth Protection Strategies
  • Socially Conscious Investing

My Personal Interests

  • Traveling
  • Hiking
  • Cycling
  • Woodworking
  • Home Improvement

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

Email Me

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