At Edward Jones, every strategy we offer and every solution we recommend is based on what's most important to you. Once we understand your priorities, we can help you identify specific financial goals and develop strategies to help you work toward achieving them.
I joined Edward Jones as a financial advisor in 2014 at the branch office in Welland. I have completed several industry courses, including Financial Planning I & II, Conduct and Practices Handbook (CPH), Advanced Retirement Strategies (ARMS), Wealth Management Essentials (WME) and I am working towards the completion of the Certified Financial Planner (CFP) designation.
My branch office administrator, Amber, has 13 years of experience and is dedicated to providing you with the highest level of service possible. Please don’t hesitate to call on her with questions concerning your statement, dividends, stock certificates or your account in general.
I have served in my community for many years, with a number of different organizations. I have been part of the Kinsmen Club of Fonthill and District for the past 6 years. I am a member of the Casa Dante Italian Club in Welland and also a member of the Welland/Pelham Chamber of Commerce.
I have resided in Welland for over 20 years with my wife Lola and children Kurtis and Kaitlin.
At Edward Jones, we’re focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals.
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