Team Profile

Within Sequoia’s Private Client Services division, I specialize in working with highly successful entrepreneurs and their families to accomplish their financial goals. Through a disciplined, client-focused planning process, our team can help provide clarity and confidence around the most meaningful and intricate financial situations for our clients. I take pride in providing transparent advice that is meticulously aligned with my client’s best interests. I also understand that time is one of the most precious commodities for those we serve. My mission as a steward for my clients is to simplify their lives so they can enrich the lives of those who matter most to them.

Professional Accreditations & Education

  • Acquired Series 7 and 66 registrations
  • Wittenberg University, Bachelor of Arts

Industry Involvement

  • Member, Estate Planning Council of Cleveland

Up Close

  • Recovery Resources, Board of Directors
  • Volunteer Mentor, College Now of Greater Cleveland
  • Volunteer Facilitator, Saint Ignatius Spirituality Program for Adults
  • Volunteer Facilitator, Jesuit Retreat House
  • Enjoys coaching his children’s baseball and basketball teams
  • Avid runner including half-marathons, enjoys fly fishing and golf
  • Lives in Rocky River, OH with his wife and two children, Charlie and Jane
  • Joined Sequoia in 2018