Personalized Financial Strategies
Retirement Savings Strategies
Retirement Income Strategies
Education Savings Strategies
Wealth Protection Strategies
Estate & Legacy Strategies
Business Owner Considerations
Experience and Background:
As your Financial Advisor, I believe it’s important to invest my time to understand what's important to you and what you’re working towards before you invest your money. Using our established strategy and tools, I can help you determine the most appropriate financial strategy for you and your family. This includes addressing your insurance needs, as well as your investments. I can help you develop savings strategies for your retirement, your children's education, and other goals. And when the time comes, I will continue to partner with you in planning how to optimize your income throughout retirement.
I am committed to providing professional advice and transparency in fees. With over fifteen years of industry experience and backed by the research and resources of Edward Jones, a Fortune 500 company, I bring a disciplined investment approach in achieving your financial goals.
I am a CFP® Professional, MBA graduate from Telfer School of Management of Ottawa University with an undergraduate degree in Engineering.