Growing up in the Sarnia area, I thought I'd follow a number of my family members and build a career somewhere within Chemical Valley. I was initially drawn to the Environmental Health & Safety field and enjoyed spending time at Cabot and Nova Chemicals. But it was one day while working for a 3M spin-off company in London that my Financial Advisor with Edward Jones asked me, "Have you ever considered a career change?" 17 years later, I still reflect on that life changing conversation and the journey that has taken place for my clients, myself and my family.

In order for us to create and maintain a customized roadmap, it must be built on knowing what's important to you. Understanding your comfort for risk, explaining the costs, and educating you along the way are some of the key components involved as we work towards your goals.

My practice is supported by my Branch Office Administrator, Lisa DiNunzio. Together, we are dedicated to offering the one-on-one service necessary to guide you to financial freedom. Our goal is to provide the personal service that affirms how important you, your family and your success are to us.

As a Limited Partner, I am a partial owner of the firm that I'm happy to have called home for almost 20 years. And as a privately held company, we are responsible only to our clients, not to outside stakeholders.

My desire to help others has resulted in holding key leadership positions within the organization. I am currently responsible for the Culture of Compliance within our region.

In my community, I am a proud member of the Lambton County Historical Society as I've had a long standing passion for local history. Prior to COVID-19, I enjoyed the responsibility of Worship Liturgist, leading the congregation through our order of worship at church.

I've been blessed to have found my soulmate early in life. Married to my high school sweetheart Jodie, we are the proud parents of our two young adult children, Ben and Ashlie.

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

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