Team Profile

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

Up Close

  • Enjoys motorcycle riding, guitar, and spending time with his dogs Nike and Layla
  • Cleveland sports fan
  • Lives in Strongsville, OH
  • Joined Sequoia in 2016