I am a financial advisor with over a decade of experience in financial services. A lifelong learner, I hold a Master of Science in finance degree and I'm passionate about financial independence, running, sustainability and family. I bring these passions together to help my clients achieve their goals.

I help my clients achieve financial independence so they may choose when and where to spend their time. This may mean traveling abroad, time with family, launching a business or beginning a new career based upon passion, not pay. No two clients are the same and neither are their goals. We achieve this through balanced investments with long-term goals in mind

I'm an avid runner and have run several ultra marathons. Planning a run is a lot like planning your finances. You have expected milestones along the way and an expected finish time. Obstacles arise and there will be circumstances outside of your control. It's maintaining a long-term approach and reacting appropriately that defines the outcome. In these aspects, running and planning are identical.

While sustainability may be trendy today, being a good steward of the planet and community should not be. When possible, we work with clients to select investments which align with their goals as well as their values. At our office, we do our part by recycling, conserving energy and forgoing single-use plastic.

Family is very important to me. My wife and I are fortunate to have two children, Declan and Faye. Family is also of great importance to my clients. For many, their goal is to spend more time with family and provide a legacy for their loved ones.

Prior to Edward Jones, I worked in banking to help businesses manage cash flow and working capital. I left banking because of my desire to work for people and partner with my clients. Through this partnership, my clients can focus on what's most important to them while I handle the administration duties.

Focus areas

  • Retirement Income Strategies
  • Socially Conscious Investing
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Retirement Savings Strategies
  • Intergenerational Planning

My Personal Interests

  • Running
  • Active Lifestyle
  • Health & Nutrition
  • Reading
  • Real Estate

Office Information

Office Hours

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

Branch Team

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