With over 30 years of experience in financial services and a unique combination of professional certifications, my approach begins with understanding each client’s circumstances, values and priorities. Whether I am working with families planning for retirement, guiding business owners contemplating succession planning, or developing wealth management strategies for corporate executives, my focus is on creating customized financial solutions based on the needs of the client and working together over time toward their goals.

As a managing advisor, I develop enduring client relationships, provide guidance, and work with the Sequoia team to support clients through comprehensive financial planning and the implementation of investment strategies. I am grateful for the opportunity to have a positive impact on my clients’ lives.