Managing Director
With 25 years of experience in the financial services industry, I focus on managing clients’ assets to assist them in building and preserving wealth. Helping individuals and business owners build dynamic and customized portfolios is an engaging process for me. It allows me to work one-on-one with my clients and to take an active role in shaping their futures.
In addition to directing Sequoia’s Florida operations, I participate on the firm’s investment committee to review investment performance and strategies for the firm.
Professional Accreditations/Education
- CERTIFIED FINANCIAL PLANNER™ practitioner
- Chartered Financial Consultant® (ChFC®)
- Certified Fund Specialist® (CFS®)
- Maintains the Series 7, 63 and 65 FINRA registrations and is insurance licensed through ValMark Securities, Inc., a FINRA-registered Broker/Dealer
- University of South Florida, B.S. in finance
Up Close
- Served as President of Redhead Financial Group, LLC for 17 years
- Previously worked as a Dunn and Bradstreet financial analyst and as a host of a financial planning segment on ABC affiliate WFTS-TV
- Member, University of South Florida (USF) Alumni Association and Carrollwood Rotary; former member, USF Alumni Board and Ye Mystic Krewe of Gasperilla
- Played tennis competitively all over South America, the U.S., the Caribbean and in the NCAA
- Passionate about athletics, including golfing, exercising, and coaching his sons’ baseball and soccer teams; enjoys traveling, entertaining with friends and spending time with his family
- Grew up on the Caribbean island of Trinidad; lives in Tampa with his wife and their two sons
- Joined Sequoia in 2009 as Managing Director when his company, Redhead Financial Group, LLC merged with Sequoia