As Executive Vice President and Chief Operating Officer at Sequoia, I work with our wealth management advisors to help clients and families achieve financial goals across multiple generations. We work particularly well with private company owners and families, public company executives, professionals and retirees from many backgrounds and industries.
I understand the importance of establishing trusting relationships, simplifying the complexities of wealth and proactive communication to help build our clients’ financial peace of mind. I am an active listener and enjoy taking time to learn about clients’ lives in addition to their financial picture. My goal is to have broad conversations and build deep, lasting relationships while helping clients define and achieve their goals.
A “client-first” mentality and sound planning integrated with portfolio construction are foundational to leading our Wealth Management Advisors in delivering successful outcomes for clients and growing the firm.
Professional Accreditations & Education
- Acquired Series 7 and 63 designations (inactive)
- Allegheny College, B.S. with departmental honors in Economics
- Enjoys spending time with family, reading, skiing, hockey and golf
- Taught skiing for ten years
- Lives in Aurora, OH
- Joined Sequoia in 2018