Team Profile

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 20 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

• CERTIFIED FINANCIAL PLANNER™
• Retirement Income Certified Professional® (RICP®)
• Accredited Investment Fiduciary® (AIF®)
• Michigan State University, B.A. in Business

Up Close

• 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 their two daughters
• Joined Sequoia in 2019