Team Profile

With more than 23 years of experience in the industry I assist clients with the development and ongoing implementation of their wealth management plan which incorporates tax, estate planning, employee benefits and portfolio management. I’ve worked extensively with physicians and brings planning creativity in the ever changing legal and income tax environment. My comprehensive approach for clients helps allow for the creation of cohesive planning techniques that also work to incorporate employer – sponsored benefits.

Professional Accreditations & Education

  • CERTIFIED FINANCIAL PLANNER (CFP®)

Industry Involvement

  • Financial Planning Association (FPA), member
  • FPA Northeast Ohio Board Member
  • Former President of FPA Northeast Ohio (2013)
  • Current Advocacy Director and Inaugural member of FPA State of Ohio Advocacy Day in 2013 discussing the importance of working with a CFP® in a fiduciary role with our state legislature
  • Executive Committee for Cleveland Wine Opener, Northern Ohio Chapter of Cystic Fibrosis Foundation

Up Close

  • Enjoys traveling, cooking, skiing, coaching football and basketball along with spending time with family in Chautauqua, NY
  • Cleveland sports fan
  • Lives in Sagamore Hills, OH with his family
  • Joined Sequoia in 2016