Finances don't need to be intimidating.

I became a financial advisor at Edward Jones to help people in all aspects of their financial wellbeing. I wanted to help simplify the confusing. Now, more than ever, I feel it's important that you understand the value of saving, investing and protecting your wealth; to be confident in every financial decision you make.

Once I understand what's important to you, I use an established process to build personalized strategies to help you reach your goals. I will partner with you, throughout your life, to ensure you stay on track.

Born in Salmon Arm, I was fortunate to move back almost 20 years ago. We love the four seasons of the Shuswap where we enjoy hiking, fly fishing, boating, snowshoeing, and cross-country skiing. My wife, Tammy, and I have three kids and are blessed with three grandsons as well. Life-long dog lovers, we have a 17-year-old pup, Kirby, and a puppy named Daphne.

I am a member of the Salmon Arm Daybreak Rotary Club as I believe in giving back to my community both locally and globally. Another passion of mine is sharing exciting information about the Registered Disability Savings Plan (RDSP). If you have questions about the RDSP, I encourage you to call for an appointment. There is no charge for a meeting with me and I'm always happy to answer questions about this plan and the other services we provide.

When you call, you will likely reach Tracy Middleton, my Branch Office Administrator. Tracy has a background in the financial services industry and has been with Edward Jones for 4 years. She is truly an integral part of the quality service we provide. Tracy and her husband, Barry, have three kids and a Schnoodle named Lola.

To learn more about Edward Jones and how I can help you reach your financial goals using personalized strategies, please call or visit my office to arrange an appointment.

Focus areas

  • Socially Conscious Investing
  • Retirement Savings Strategies
  • Wealth Protection Strategies
  • Retirement Income Strategies
  • Special Needs Financial Considerations
  • Business Retirement Plans

My Personal Interests

  • Spending Time with Family
  • Fishing
  • Volunteering
  • Mountain Biking
  • Home Improvement

Office Information

Mailing Address

P.O. Box 177 161 Shuswap St. N.W. Salmon Arm, BC V1E 4N3

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends

Connect on Social

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