My Profile | Network In Action
  • Basic Information

  • Company
    Edward Jones Investments
  • Phone
  • Mobile phone
  • Email
  • What is your "why"? Why do you do what you do?
    As Wealth Manager I am able to foster relationships that allow me to create a financial plan for my clients that will see them achieve their short, medium, and long term goals. I am very proud to serve my clients in the community and enjoy sharing their successes.
  • About me
    I am originally from Vancouver BC, Canada and moved to Seattle 20 years ago. My family enjoys the all the area has to offer. Where else can you golf and ski in the same day? We are actively involved in our community and I enjoy all sports with hockey and skiing being at the top of list. I used to be involved in the hospitality industry running cafes, restaurants, and catering but left to pursue the world of financial planning. The opportunities that Edward Jones has afforded me and the work life balance is more than I could ever imagine. I love being involved in my client's lives.
  • Profession
    Wealth Manager
  • Title
    Wealth Manager
  • Hobbies and interest
    Hockey, skiing, (pretty much all sports) reading and family time.
  • Website
  • Contact Information

  • City / Town
  • Describe your perfect referral
    Someone that shares my values and wants to invest/plan for the long term.
  • State
  • Zip
  • Country
    United States
  • Special offers to the group
    Financial planning, insurance services, estate & tax strategies.
  • LinkedIn Profile
  • Education

  • College / University
    Douglas College Vancouver, Canada
  • Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
    1. What are your short, medium,& long term goals?
    2. Would you be interested in a no cost/obligation portfolio review?
    3. What are you looking for when choosing a financial advisor?
  • Describe How You Would Like To Be Introduced Via Email
    Whatever the potential client wishes.