As a seasoned financial advisor I am dedicated to helping individuals, business owners and their family members make better financial decisions through conversations, education and planning. With more than 15 years of experience in the financial industry, you can expect a calm confidence, relatability and superior listening skills. My goal is to be a trusted advisor to my clients while guiding them to meet their financial goals.
Professional Accreditations & Education
- Retirement Income Certified Professional® (RICP®)
- Accredited Investment Fiduciary® (AIF®)
- Michigan State University, B.A. in Business
- Enjoys spending time in the outdoors, hiking and exploring historic and new places with his family
- Lives in Beverly Hills, MI with his wife and daughter
- Joined Sequoia in 2019