Team Profile

I am highly involved in Sequoia’s technology systems, training, and support that help drive our client service. I approach problems and solutions from an operational perspective, having spent much of my career at Sequoia managing the operations service team. I am also part of the technology group at Sequoia which strives to equip our team with the best digital resources to serve and assist clients.

Professional Accreditations & Education

  • The University of Akron, MBA (2010)
  • The University of Akron, B.A. in marketing with a minor in international business, summa cum laude (2001)

Industry Involvement

  • Founder, HIFON (High Impact Financial Operations Network), a group of over 100 financial planning firms from around the country that talk regularly to share best practices on running an efficient and effective advisory practice
  • Co-author of book, “The Financial Advisor M&A Guidebook: Best Practices, Tools and Resources for Technology Integration and Beyond”
  • Speaker at Insider’s Forum (2013, 2014, 2017, 2018), Schwab IMPACT (2014), FPA DFW Annual Conference (2017), Salesforce Dreamforce (2018), NAPFA Fall Conference (2019)
  • Podcast Guest on Michael Kitces’ Financial Advisor Success Podcast (2017), Matt Sonnen & PFI Advisors’ The COO Roundtable (2019), Nathan Mersereau’s Day in a Canoe Podcast (2019), and Jay Coulter's The Resilient Advisor Podcast (2019)
  • Current Member, Steering Committee (Operations Track) at Bob Veres' Insider's Forum (2013 – Present)
  • Recipient of the Iconoclast Award, presented by Bob Veres at the Insider’s Forum (2019)
  • Current Member, The University of Akron's Finance Advisory Board
  • Recipient of the Outstanding Financial Professional of the Year by the University of Akron’s Department of Finance (2019)
  • Former Member, Schwab Advisor Services Technology, Operations & Service (TOS) Advisory Board (2013-2014)

Up Close

  • Enjoys running marathons
  • Avid reader of recent non-fiction titles
  • Co-Chair of the Akron Marathon Course Committee
  • Active in the Norton Apostolic Christian Church
  • Lives in Wadsworth, Ohio with his wife and children
  • Joined Sequoia in 2003