Team Profile

In my role at Sequoia, I work closely with individuals, families, business owners and entrepreneurs to help them more effectively manage their wealth and better understand their personal financial landscapes. Clear communication is key, and I understand the value of translating complex financial concepts into logical and actionable ideas. 

My objective is to create, facilitate, educate, and effectively implement financial planning strategies with clients. I strive to not only deliver the most efficient strategies for each client’s goals, but also to provide clients with a strong understanding of their personal financial situation. 
 

Professional Accreditations & Education

• CERTIFIED FINANCIAL PLANNER™ (CFP®)
• Acquired Series 65 Registration (inactive)
• University of Akron, Bachelors in Finance

Industry Involvement

• Board member – Financial Planning Association of Northeast Ohio
• Membership Committee- Estate Planning Council of Cleveland

Up Close

• Enjoys fishing, art, architecture, local economics and sports
• Is a fan of all Cleveland sports
• Lives in Cleveland, OH
• Joined Sequoia in 2018