In my role at Sequoia, I specialize in working with a variety of individuals, business owners and their family to help define and prioritize their financial goals. I provide value in all phases of the financial cycle by helping our clients understand how to grow and preserve their assets as well as distribute them in the most tax efficient way throughout their lifetime and beyond.

By following a disciplined planning process and working with our dedicated wealth planning team, we can provide an individualized financial plan, detailing the necessary steps to meet their goals.

In my 20+ years in the financial industry, I have gained valuable insight to effectively support my clients in their financial endeavors while navigating the ever-changing financial environment. I take pride in actively listening to my clients’ goals and concerns and providing actionable solutions to help make their dreams a reality.