Team Profile
With more than 25 years of experience in the financial services industry, I focus on helping clients make better financial decisions with respect to building and preserving wealth. Helping individuals and business owners construct and build dynamic and customized financial plans and investment strategies is an engaging process for me. It allows me to work one-on-one with our clients and to take an active role in shaping their futures. I also direct Sequoia’s Florida location operations.
Professional Accreditations & Education
- CERTIFIED FINANCIAL PLANNER™
- Chartered Financial Consultant® (ChFC®)
- Certified Fund Specialist® (CFS®)
- Series 65-NASAA Investment Advisors Law Exam- June 1998
- Acquired the Series 6,7 and 63 registrations (inactive)
- University of South Florida, B.S. in finance
Up Close
- Served as President of Redhead Financial Group, LLC for 17 years
- Previously worked as a Dunn and Bradstreet financial analyst and as a host of a financial planning segment on ABC affiliate WFTS-TV
- Member, University of South Florida (USF) Alumni Association and former member of Carrollwood Rotary, USF Alumni Board and Ye Mystic Krewe of Gasperilla
- Played tennis competitively all over South America, the U.S., the Caribbean and in the NCAA
- Passionate about athletics, including golfing and tennis. Enjoys exercising, and coaching his sons’ baseball and soccer teams; enjoys traveling, entertaining with friends and spending time with his family and friends
- Supports various local non profit organizations
- Grew up on the Caribbean island of Trinidad; lives in Tampa, Florida with his wife and their two sons
- Joined Sequoia in 2009 as Managing Director when his company, Redhead Financial Group, LLC merged with Sequoia