Financial Consultant
As a financial consultant in the firm’s Florida office, I focus my attention on financial planning strategies and related asset management techniques for individuals and retirees. I help them as they pursue their goals, whether that means buying a vacation home or building a college fund for the grandkids. My clients know I am there for them in the planning phase and in implementing and servicing their retirement plans when the time comes. My work also allows me to help business owners create unique solutions to employee benefits funding, budgeting, planning and communication. Additionally, I participate on Sequoia’s investment committee to review investment performance and strategies for the firm.
Professional Accreditations/Education
- Maintains the Series 7 and 66 FINRA registrations and is insurance licensed through ValMark Securities, Inc., a FINRA-registered Broker/Dealer
- Accredited Investment Fiduciary® (AIF®) designee
- Pursuing dual degrees in finance and economics at University of South Florida
Up Close
- Previously served as a financial representative at Northwestern Mutual, helping individuals and businesses develop wealth accumulation and preservation strategies
- Has participated in Paint Your Heart Out Tampa; Toys for Tots; and the MS 150, a bike ride to Orlando and back benefiting Multiple Sclerosis
- Enjoys traveling, spending time with family, and is an avid golfer
- Lives in Land O’Lakes, Florida with his wife, daughter and son
- Joined Sequoia in 2010