As a Wealth Advisor at Sequoia Financial Group, I bring a fresh perspective of the ever-changing financial industry to help individuals achieve their financial objectives. My breadth and depth of financial knowledge is paired with a relentless pursuit of exceeding clients’ expectations.
I have also been very involved in the Financial Planning Association of Northeast Ohio serving on the Board in many capacities including: NexGen Chair, President Elect and President (2023).
Professional Accreditations & Education
- CERTIFIED FINANCIAL PLANNER (CFP®)
- College for Financial Planning, Master’s Degree in Financial Planning
- College for Financial Planning, Accredited Wealth Management Advisor (AWMA®)
- Denison University, Bachelor’s in Economics
- Resides in downtown Cleveland
- Dedicated athlete and soccer player
- Enjoys spending time with friends and family