Growing up in a very modest childhood taught me the value of managing finances responsibly and how simple decisions can have a compounding effect in life. Though people are very different in their backgrounds and experiences, many of the decisions we make everyday are based on financial knowledge from countless sources that may not be fully relevant to our situation. The more I've come to understand the complexities involved in responsibly managing one's finances, the more I realize how vital it is to have personalized help and guidance.
Prior to joining Edward Jones, I spent six years in banking, helping individuals at different stages in their life, from people just starting out in the workforce to the complex needs of business owners running larger companies. And now, as an Edward Jones advisor, I am proud to guide individuals, families and business owners through all of the stages of their financial journey and to help them be financially better off by
I realize that the people I deal with are far more complex than the investments they hold. People have hope for a better future, whether for themselves, or their loved ones. I pride myself in helping guide them through life's tough decisions as we navigate that journey together.
Our team is currently located in beautiful White Rock, BC. I've lived in the area for over 20 years and I’ve been happy to serve this community for over five years.
We help provide you with advice and guidance so you can find clarity and feel more secure about your financial future.
We're committed to:
1) Understanding what's most important to you.
2) Using an established process to build personalized strategies to help you achieve your goals.
3) Partnering together throughout your life to help keep you on track.
When I'm not helping clients, I enjoy staying active in the outdoors and being involved in the community.
We look forward to hearing from you to discuss how we can serve you so you can live a more abundant life.
