I used to live directly across the street from my current branch location. You wouldn't believe it, but the advisor who ran the branch at the time, walked across the street, knocked on my door and recruited me to take over the branch. I literally had opportunity knock on my door! How many people can say that?
If you had told me in high school that I would end up becoming a Financial Advisor, I would have laughed at you. But in reality, it truly is a great fit for me. I have a passion for speaking with people and learning. I also have a history of working in roles geared towards helping people. Prior to Edward Jones, I was working at Scotia McLeod for nearly 10 years.
I have been serving my clients at Edward Jones since 2005. My clients are retirement focused or retired. They often have one main goal, which is retirement income certainty. My clients have worked hard to provide for themselves or their family. They are looking for guidance on how to plan for the next stage in their life. My emphasis is always to help them reach their goals in a responsible way. I often view myself as a consultant, especially with clients who are focused on a socially responsible investing approach. At the end of the day, I am here for you, but the decision is ultimately yours.
When I'm not in the office, I like to spend time with my family. In the Summer, we are at the cottage boating or kayaking. In the Winter we enjoy skiing. I have a love for travel and prior to having our son, my wife and I backpacked around the world.
The care that my clients receive isn't solely on me. I am lucky to have a fantastic Branch Office Administrator, Sandie Kiley. Sandie Kiley is professional, client centered, outgoing and is always ready to assist in any way she can.
We would love to hear from you. Give us a call and let us see if we can help.
