Team Profile

I aim to bring clarity to intricate financial situations. Working with the Family Wealth team allows me to help high net worth individuals, entrepreneurs, and multi-generational family businesses sort out their complicated situations and plan for their ultimate goals.

After developing customized financial strategies and wealth transfer plans, I regularly re-evaluate clients' objectives to ensure I am working to help drive results based on their planning strategies.

I enjoy working with clients and their advisors and I pride myself on being a great team player. My background as a tax planner, advisor, philanthropic gift and financial planner help make that possible.

Professional Accreditations & Education

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Public Accountant (CPA)
  • Accredited Estate Planner (AEP)
  • Acquired the Series 6 registration (inactive)
  • Bowling Green University, M.A. in accounting
  • Kent State University, B.S. in business education

Industry Involvement

  • Board of Trustees, Northern Ohio Charitable Gift Planners
  • Board of Trustees, The Nature Conservancy, Ohio
  • Member of the Estate Planning Council of Cleveland
  • Member of the Northern Ohio Charitable Gift Planners
  • Member of the Akron Tax and Estate Council

Up Close

  • Enjoys biking, hiking, fishing, and reading
  • He and his wife are empty-nesters who live in Richfield Township, OH
  • Joined Sequoia in 2014