As a Senior Vice President, Advisor Group Lead, I work with a group of advisors and our clients to deliver creative, yet sensible wealth planning and investment solutions. I work with my team to focus on educating the client on their total financial picture and understanding the importance of proactive communication in ensuring a clear understanding of their financial plan. I support our advisors in staying current by utilizing our firm’s resources including collaboration with Sequoia’s asset management and wealth planning teams to support an excellent client experience.

We strive as a team to offer timely and relevant advice which leads to an outstanding client experience.