Work History
Edward Jones
Edward JonesJuly 2009 to Current
About Brian
The most important question you can ever be asked is, "What are the things you value most in life?"
Our partnership starts with understanding the things you value and the priorities you set – they become your goals that will establish your path forward. Because these are uniquely your own, your financial strategy should be too. That's why I want to get to know you – your hopes, dreams and the things that keep you up at night – in order to build you a personalized plan that will make you feel informed and in control.
We work as a...
Our partnership starts with understanding the things you value and the priorities you set – they become your goals that will establish your path forward. Because these are uniquely your own, your financial strategy should be too. That's why I want to get to know you – your hopes, dreams and the things that keep you up at night – in order to build you a personalized plan that will make you feel informed and in control.
We work as a...
Focus Areas
- Retirement savings strategies
- Retirement income strategies
- Employee stock options
- Estate and legacy strategies
- Wealth protection strategies
- Sustainable Investing
Work History
Edward Jones
Edward JonesJuly 2009 to Current
Personal Interests
- Spending Time with Family
- Volunteering
- Curling
- Sailing
- History and Museums
Team Members
Traci McConnellSr. Branch Office Administrator
Judi GreenwoodBranch Office Administrator
Send Me a Message
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Location
KanataMore to explore
Start here
Planning your financial future? Our Starting Point tool can help you take the first steps.
Find your Starting Point
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help.
Take the quiz
Setting your path
We use an established process to help you reach your goals.
Learn More