Team Profile

With more than 15 years of experience in the financial services industry, I work with a wide variety of clients including business owners, entrepreneurs, physicians, retirees and more. My clients look to me for help in developing and implementing their financial, estate and business succession plans. The development and especially implementation phase of the process will often involve coordination with the client’s accountant, attorney, and other professionals. I pride myself on being able to collaborate efficiently and effectively with these professionals to ultimately get things done. This ability to execute is something the entire team at Sequoia takes pride in, and something I believe truly differentiates the firm in the industry.

Professional Accreditations & Education

  • The Chartered Life Underwriter® (CLU®)
  • Series 7 and 66 registrations (inactive)
  • Miami University, B.S./B.A. in finance and decision sciences

Up Close

  • Participates in various sports leagues, and enjoys spending time with family and friends
  • Lives with his wife and two sons in Aurora, Ohio
  • Joined Sequoia in 2005