Team Profile

As Vice President in Sequoia’s Private Client Services Group, I work with a variety of individuals, families and organizations to help them achieve their financial goals. I strive to provide clients with a well-reasoned and disciplined investment approach, built around their risk tolerance and investment objectives. My mission is to become a trusted advisor for each of my clients. The most rewarding part of my job is all of the experiences I get to share with clients while we work together towards achieving their financial goals. 

Professional Accreditations & Education

  • Chartered Financial Analyst (CFA®)
  • Acquired Series 7 and 63 designations (inactive)
  • Purdue University, B.A. in Management and Finance

Industry Involvement

  • Member, Investment Analyst Society of Detroit

Up Close

  • Enjoys traveling, hiking, reading and spending time with family
  • Lives in Rochester Hills, MI with his wife and two children
  • Joined Sequoia in 2016