Team Profile

As a Senior Manager in the Wealth Planning Department at Sequoia, I work closely with members of the department to ensure we deliver planning solutions to our clients on a daily basis. I am actively engaged with the firm’s advisors, providing the tools and information necessary to help our clients achieve their financial goals by utilizing a comprehensive approach to wealth planning with a focus on estate and trust planning. 

Professional Accreditations & Education

  • CERTIFIED FINANCIAL PLANNER™
  • Maintains Series 65
  • Bachelor of Arts, Ohio University

Up Close

  • Lives in Shaker Heights, OH with his wife, Whitney and son Burke
  • Is a Taekwon-Do black belt
  • Is a lifelong Chicago Cubs fan!
  • Joined Sequoia in 2017