Team Profile

As an Operations Analyst, I focus on a wide variety of Sequoia’s investment operational functions, including reporting, trading and oversight, tracking, and rebalancing. I work with multiple departments and bring more than 20 years of operations knowledge and leadership into every interaction. I work to increase the efficiency of processes and tasks that streamline workflow and give our advisory team more time to focus on serving our clients.

I am passionate about my work and strive for excellence in all I do. Clients and contacts can expect me to be present, thoughtful, and positive. I consider working with the service teams to deliver on Sequoia’s mission to Enrich Lives™ fulfilling and purposeful. Guiding Sequoia’s clients along the path that leads to the financial future they’ve imagined is the reason Sequoia exists, and the reason I pursue the continual development of my craft.

Professional Accreditations & Education

• Bowling Green State University – Bachelor of Arts in Liberal Studies
• Defiance College – MBOL and MBA in Leadership
• Series 65 registration

Up Close

• Lives in Westerville, OH
• Enjoys experiencing his kids’ lives, the seasons, reading, and collaborative work
• Joined Sequoia in 2021