Team Profile

I help to ensure the firm is up to date on any relevant market events that may impact the value of our clients’ investments.  I develop and monitor processes that enable us to analyze almost every asset class and assess whether our investments have been a top performer (on a risk-adjusted basis) within their respective category.  I help build, monitor, and evolve our firm’s model allocations, to assisting them to maintain appropriate asset class exposures and reflect our department’s strategic view. 

Whenever advisors require additional information about a particular asset class or investment I provide analysis that helps provide clarity to their questions.  Additionally, I provide support within the Asset Management Department in regards to trading and reporting.

Professional Accreditations & Education

  • Passed CFA Level I
  • Series 65-NASAA Investment Advisors Law Exam-February 2016
  • The Ohio State University, B.S. in finance and B.A. in economics

Up Close

  • Enjoys reading and eating jalapeno-flavored potato chips
  • Lives in North Royalton, Ohio
  • Joined Sequoia in 2015

Sequoia Financial

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LOCATIONS
  • Akron, OH - Headquarters
  • Tampa, FL
  • St. Clair Shores, MI
  • Troy, MI
  • Beechwood, OH
  • Cleveland, OH
  • Columbus, OH
  • Mayfield Heights, OH
  • Hilton Head, SC

© 2022 Sequoia Financial Advisors, LLC

Investment advisory services offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor. Registration as an investment advisor does not imply a certain level of skill or training.

Henry On | Sequoia Financial Group

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