The ability to positively impact lives has always been my goal. I spent 25 years in education as a teacher, principal and senior leader. I've run my own technology business and travelled extensively throughout the world. If there's one thing I've learned is that when we take the complex and make it simple we are all more likely to find success. I've taken this adage and applied it to my practice at Edward Jones. The "keep it simple" principle includes quarterbacking for clients with their accountants, their lawyers and other important professionals.

I grew up in a family of investors, my mother was a banker and my father was a director of a crown corporation. They both believed and taught us that you don't get something for nothing and that hard work and keeping your focus on your goal pays off in the long run. It's a good lesson and I wish I'd learned it just a bit earlier in life.

I have two wonderful daughters, a lovely and supportive wife and a crazy pooch to round out the family. I am an avid skier, enjoy international travel and spend much of the summer 'glamping' in BC and Idaho. I've lived in the Calgary area for the last 15 years, but called Saskatchewan and Ontario home for a good part of my life.

If you ever find yourself near my office feel free to drop by and say hello. We always have time for a coffee.

Focus areas

  • Divorce Finances
  • Business Owner Considerations
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Intergenerational Planning

My Personal Interests

  • Camping
  • Skiing
  • Traveling
  • Wine Collecting/Enthusiast
  • Fine Dining

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 03:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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