Let me tell you a little about myself. Then when we meet, I'll really want to hear about you, your family and the things you value most.
I have close ties to Kemptville. My business has been in the same location for 17 years. My wife has a vet clinic here in town, and my children go to school and play hockey here. In our tightknit community, I have the pleasure every day of working with friends, families and local business owners alike.
I grew up on a dairy farm two hours away and moved here in my early career for a job serving other family farming businesses. From these early experiences, I carry the work ethic of family, roots and hard work into my role today as a financial advisor.
Our branch team is rounded out by Branch Office Administrator, Sarah Catt who is as much a local as I. She joined this Edward Jones office a year after I opened it, and she too lives here in town. We are both committed to delivering exceptional service and a welcoming branch environment.
My goal is to help you achieve yours. Our work begins with in-depth conversations about what matters most to you and your family, as well as opportunities and challenges in your life. Then I'll create a financial strategy that addresses everything we talked about, one that takes in the big picture for short- and long-term goals. And from there, it's a matter of developing good habits - like having regular reviews to stay on track no matter what turns life takes.
I chose Edward Jones for several reasons. First, the firm has no proprietary products, so there's no pressure for me to recommend one investment over another. I am free to choose what is in your best interest. Second, we offer full service, which I find the smartest way to look at the whole picture, not just a small piece of it. And finally, I can work right here in the community where our clients and I live.
When I'm not working, you will often find me at the hockey rink, on the golf course or on a camping trip with my family.
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