I joined Sequoia in 2002 and draw upon my years of experience working with ultra-high net worth individuals, business owners, family offices and trustees to deliver customized planning solutions. I employ an unwavering commitment to client service and technical excellence, while advocating on behalf of the firms clients.

As Executive Vice President and Chief Client Experience Officer, I seek to continually expand and evolve the ways in which we are able to provide our clients with clarity, confidence and control over their financial future.