Team Profile

As a Director in Sequoia’s Private Client Services department, I primarily work with individuals, families and small business owners in need of comprehensive wealth planning. I strive to deliver creative, yet sensible solutions while educating the client on their financial picture. I know the importance of proactive communication in ensuring the client gains a clear understanding of their financial plan as I work with them toward meeting their goals.

I also utilize the firm’s resources including working together with Sequoia’s asset management and wealth planning teams to help ensure I can deliver the best results for each client’s unique needs.

Professional Accreditations & Education

  • CERTIFIED FINANCIAL PLANNER™
  • Acquired Series 7, 9, 10 & 66 registrations (inactive)
  • Ohio Health & Life Insurance Licensed
  • University of Akron, Bachelors in marketing management

Industry Involvement

  • Radiology Mammography International (RMI) board member

Up Close

  • Enjoys spending time with family and friends
  • Lives in Copley with his wife and two young children
  • Joined Sequoia in 2017