Managing Director, Business Development
I talk with my clients all the time. It’s important to them, to me and to their futures. For more than 10 years as a financial planner, I have worked closely with business owners, corporate clients and individuals to help craft solutions to their personal financial needs. What I enjoy most is creating a solution that is unique to each of my clients. Investing is much more personal than just returns, interest and dividends. Most of my clients know exactly where they need to be, and I help them get there in a way that’s comfortable for them.
In addition to my client relationships, I take the lead on other critical areas for our firm, such as business development, advisor recruitment and the management of internal staff. Sequoia has built a very unique career development strategy in order to selectively attract and retain the type of advisors we want for our clients. It’s an important focus area for me and the firm. I also participate on Sequoia’s investment committee, which reviews investment performance and strategies for the firm.
Professional Accreditations/Education
- CERTIFIED FINANCIAL PLANNER™ practitioner
- Maintains the Series 7 and 66 FINRA registrations and is insurance licensed through ValMark Securities, Inc., a FINRA-registered Broker/Dealer
- University of Baltimore, M.S.F.
- West Virginia Wesleyan College, B.S. in business marketing and economics
Up Close
- Involved with St. Jude’s Children’s Hospital, Wounded Warrior Project, Akron Children’s Hospital Burn Unit, Anonymous Relief Mission and Sports Outreach Institute
- Member, central committee of the Portage County Republican Party and a candidate for Ravenna City Council
- Interested in local politics and enjoys sports, entertaining family and friends, and spending time in the great outdoors
- Originally from Maryland; now lives in Ravenna with his wife and two daughters
- Joined Sequoia in 2003