Managing Director, Financial Planning
In addition to overseeing the financial planning department, I work behind the scenes with the firm’s lead planners on technical details, such as the modeling, forecasting, analysis and updating of financial and estate plans. But it’s the “real-time” interactive planning I conduct for clients that allows me to provide even more value. When a client wants to directly explore, first-hand, multiple planning options, I’m brought in to discuss the scenarios and analyze the projected effect on the spot. Giving our clients alternatives, on their terms, leaves them in control of their own independence and how they will ultimately provide for future generations.
Professional Accreditations/Education
- CERTIFIED FINANCIAL PLANNER™ practitioner
- ACCREDITED ESTATE PLANNER® (AEP®) designation
- Maintains the Series 7 and 66 FINRA registrations and is insurance licensed through ValMark Securities, Inc., a FINRA-registered Broker/Dealer
- The University of Akron, B.S. in finance, cum laude
Up Close
- Volunteers for Habitat for Humanity and Montrose Zion United Methodist Church, where he is a member of the finance committee and C.A.R.E team
- Enjoys spending time with family and friends, traveling and sports
- Lives with his wife and children in Fairlawn
- Joined Sequoia in 2007