Team Profile
As Vice President and financial advisor at Sequoia, 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