Team Profile

As a Senior Associate in Sequoia’s Private Client Services group, 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