I started working in the Financial Services Industry more than 25 years ago as a management trainee with National Trust. My goal was to be a branch manager by the time I was 30. In 1995, at age 27, I became a branch manager and then went on to work in several other leadership roles with National Trust/Scotiabank for the next 15 years.

In 2001 I became an Edward Jones Financial Advisor serving clients from our office in Exeter. In 2009 I became a Regional Leader, helping more than 40 other offices of Edward Jones in our area and in 2012 became a General Partner with our firm.

Our Branch Office Administrators - Marion Jeffery, Shauna Maier, Tracy Hartman and I have now been deeply serving our clients for more than 15 years and plan to continue doing so for many more years to come. I currently serve our community as the Vice - Chair of the South Huron Police Services Board.

I live in Exeter with my wife Tracy and we have 2 children, Emily and Katie.

We pride ourselves on providing highly personalized service to businesses and families with more complex needs in partnership with your accounting and legal professionals. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.

I would like to help to provide the answers to your questions so you can make informed, financially sound decisions. There's nothing more important to us than knowing what's important to you. We have an established process to help you reach your goals. We partner with our clients and their family for life to monitor your situation and keep you on track.

Please contact us to set up a personal appointment to review your needs and how we might add value to you and your family.