Team Profile

With more than 30 years in the financial planning and wealth management industry, I have worked with clients from many backgrounds to help them reach their long-term financial goals. I am not afraid to get creative when working with clients to achieve the best possible outcome and I work hard to provide straight forward answers and maintain the responsiveness they have come to expect. My goal is to use my education, experience and drive to contribute to the success of the firm’s clients.

Professional Accreditations & Education

  • Accredited Investment Fiduciary® (AIF®)

Industry Involvement

  • Member, Financial Planning Association (FPA)
  • Member, The National Association of Active Investment Managers (NAAIM)

Up Close

  • Enjoys gardening, golf, playing guitar and cooking
  • Lives in Broadview Heights, OH
  • Joined Sequoia in 2016