Why do I enjoy being a Financial Advisor in my community?

I enjoy seeing people be successful and happy. I love when clients learn to understand their money better or feel new confidence financially. It makes my day when I hear stories of clients enjoying what they worked hard for.

People deserve a financial advisor who understands them, who talks openly about risks and costs, who has strategies that work, and who is easy to deal with.

As a Financial Advisor and partner with Edward Jones it is critical that I strive to understand what is important to my clients. I use an established process to build tailored strategies that help families reach their goals, and I work closely with other professionals in their lives. My clients and I partner together so that as life happens we can keep them on track.

My office is located on Locke Street in Hamilton where most of my clients live and work. My wife, two daughters and I also live in the same neighborhood. Through hiking trails, going to restaurants or attending school events our family is part of our community. This in turn helps me understand what life is like for my clients and how to best serve them.

Focus areas

  • Business Owner Considerations
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Protection Strategies

My Personal Interests

  • Cooking
  • Hiking
  • Music
  • Wine Collecting/Enthusiast
  • Spending Time with Family

Office Information

Office Hours

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

Branch Team

Email Me

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