Team Profile

The most rewarding aspect of my job is knowing that every day I have the opportunity to make a positive impact on the lives of Sequoia’s clients. From portfolio management to comprehensive financial planning, I am constantly driven by a passion for helping clients reach their financial goals. Furthermore, I firmly believe that my responsibility as an advisor is not only to provide the firm’s clients with financial advice and guidance but to also instill confidence and trust in their Sequoia team.

Professional Accreditations & Education

  • Chartered Financial Consultant® (ChFC®)
  • Acquired the Series 7 and 66 registrations (inactive)
  • Towson University, B.S. in management

Industry Involvement

  • Active member of the Financial Planning Association, Emerge Tampa Bay & Tampa Tails (Humane Society of Tampa Bay)

Up Close

  • Enjoys spending time with family and friends and participating in various competitive sports leagues, including softball, flag football, basketball and golf
  • Moved to Tampa, Florida, from Washington, D.C., in 2009
  • Joined Sequoia in 2011