As a financial advisor, I specialize in helping individuals, families, farmers and business owners reach their financial goals in this ever-changing world with a modern approach.
It's been shown that a person is more likely to achieve their financial goals when they have a formal plan in place. I will work with you to create a customized financial plan that takes into account where you are now and where you want to be. In both our branch and behind the scenes at Edward Jones, we are truly focused on you. Thousands of associates and advanced technologies support my branch office so that we can help you reach your long-term financial goals, protect your family and transfer your investments to the next generation in the most tax-efficient way.
I grew up in this community and learned at an early age the importance of planning for your future. After completing my business degree, I worked in the technology sector serving clients in Kitchener/Waterloo before joining the Edward Jones team in early 2019.
Our Kincardine team includes Jim Scott, Financial Advisor and Susan Nicholson, Senior Branch Office Administrator. Our office is located at Quinn's Plaza in beautiful downtown Kincardine and has been serving clients here for over 20 years.
My husband Brad and I are proud to live and work in the Kincardine area and to raise our young family here. I know how incredible it is to grow up in this small town community. We especially love to walk the Kincardine Trails, head to the beach, watch the pipe band parade on Saturday nights and treat ourselves at the local ice cream stand in the summer with our kids. There is no other place like it, and we are proud to call Kincardine our home.
Stop by our office or give us a call to see how we can work together!
- Retirement Income Strategies
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Education Savings Strategies
- Business Owner Considerations
- Divorce Finances