I understand that serving clients’ financial and investment needs begins with building a strong, lasting partnership. I focus on listening to each client because I believe everyone’s needs and financial goals for the future are unique. As a financial advisor with Raymond James located in Calgary, I put my clients – and their needs – first.

I began my financial planning career in 1991, after graduating from the University of Calgary with a bachelor’s degree in Economics. I additionally completed my Certified Financial Planner’s designation in 1999, and recently completed my Branch Managers designation. When I am not at work, you will find me spending time with my wife, two adult children and our dogs. We love Calgary, and spending time in the mountains. I also enjoy building, restoring and modifying antique cars and vintage guitars. With the right vehicle, you can get anywhere you want to go. Everyone wants to get to their destination, but nobody wants to think about the vehicle they need to get there.

That’s where I step in. As a certified financial planner for over 20 years, I want to hear where you want to go. My job is to listen first to your needs, your desires, and the ultimate destination of your financial journey. Then, I work closely with you, putting your finances in the right vehicle to reach your destination. Because everyone’s destination is different, the solutions I package are unique for each of my clients.

As we develop a lasting relationship, I can create a lifetime of financial security for you. So, where do you want to go? The better I understand your goals, your dreams, and your journey, the better I’m able to serve your needs, and build and maintain a lifetime of financial security.