As a Senior Associate in Sequoia’s Private Client Services group I work with a variety of clients including individuals, single families, multi-generational families, retirees, physicians and business owners. I take pride in understanding each client’s unique goals in order to strategically develop, implement and monitor a financial plan, then adjust as new goals arise.
I always put the client’s best interests at the heart of my work. My goal is to build and maintain the highest level of trust and strong long-term relationships while being proactive with client needs. I am privileged to work in an industry that allows me to help people achieve their life goals and aspirations.
Professional Accreditations & Education
- Series 65 Registration – NASAA Investment Advisors Law Exam
- The University of Akron, B.B.A., concentration in financial planning
- Enjoys motorcycle riding, guitar, and spending time with his dogs Nike and Layla
- Cleveland sports fan
- Lives in Strongsville, OH
- Joined Sequoia in 2016