Team Profile

As a financial advocate for my clients, I work with our lead planners to design and implement financial plans that are drafted with the end goal of helping to preserve and maximize clients' wealth. My career has been dedicated to assisting affluent clients in the areas of charitable planning, retirement planning, wealth transfer and business succession planning. I take pride and am truly passionate about creating financial plans that offer thoughtful, intelligent and custom-tailored solutions to help clients achieve their overall financial goals.

Professional Accreditations & Education

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Public Accountant (CPA)
  • Miami University, B.S. in accounting and finance
  • Has studied corporate and estate tax in The University of Akron’s master’s in taxation program

Up Close

  • Began his career with the public accounting firm of Ernst & Young where he provided tax consulting services for corporate executives and other high-net-worth individuals
  • Member of the Divine Word Parish Finance Committee and also active in community and parish activities
  • He lives in Waite Hill, Ohio with wife Edie and their son, Michael
  • Joined Sequoia in 2012