Financial Planner
My broad experience over more than 15 years with Sequoia, including currently participating on the firm’s investment committee, has allowed me to understand the complete planning process from start to finish. From research and strategy, to implementation and monitoring, my individual clients enjoy a comprehensive perspective to financial planning. And I enjoy providing the kind of straight-forward and informed advice that helps them to feel confident in their future.
Professional Accreditations/Education
- Maintains the Series 7 and 63 FINRA registrations through ValMark Securities, Inc. a FINRA-registered Broker/Dealer
- The University of Akron, B.S. in finance
Up Close
- Enjoys family activities, wood-working and is an avid softball player and golfer
- Lives in Stow, Ohio with his wife
- Joined Sequoia in 1995; one of the most tenured employees at the firm