Team Profile

I am highly involved in Sequoia’s overall processes and practices that help drive our client service, advisor productivity, and operational efficiency. I approach problems and solutions from an operational perspective, having spent the bulk of my Sequoia career managing the operations service team. I am engaged in a variety of functions for the firm—from being integrally involved in managing Sequoia's CRM system, to overseeing office administration and engaging in talent development efforts.

Professional Accreditations & Education

  • Maintains the Human Capital Strategist (HCS) certification with the Human Capital Institute
  • 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
  • Current Committee Member, operations track at Bob Veres' Insider's Forum
  • Current Member, The University of Akron's Finance Advisory Board
  • Current Member, Wadsworth Young Professionals
  • 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
  • Current Branch Manager for a segment of the Akron Marathon
  • Active in the Norton Apostolic Christian Church
  • Lives in Wadsworth, Ohio with his wife and children
  • Joined Sequoia in 2003