JD is a Wealth Advisor who works with the team to design and execute comprehensive, forward-looking financial strategies, spanning investment management, risk management, and planning across retirement, estate, tax, and philanthropic goals.

Prior to becoming a financial advisor at Sequoia, JD served as an analyst supporting advisors and leadership. He understands that financial planning can feel overwhelming, and he takes great pride in partnering with clients to help them work toward what’s most important to them. JD is committed to explaining complex financial concepts, making them clear and approachable for every client we serve. He holds his Series 65 and CERTIFIED FINANCIAL PLANNER® (CFP®) designations and earned his B.S.B.A. in finance from The Ohio State University.

Originally from Shaker Heights, Ohio, JD now lives in Lakewood, Ohio. Outside of work, he enjoys golfing, cheering on Cleveland sports teams, and spending time with family and friends.