Team Profile

As a Manager in Sequoia’s Family Wealth Department, I engage with clients throughout the business, estate and financial planning process, allowing for a collaborative client experience. 

Ultimately, I, along with the Family Wealth team, aspire to build multi-generational relationships to assist clients and families as their most trusted advisor.

Professional Accreditations & Education

• CERTIFIED FINANCIAL PLANNER™
• Series 65 registration
• Northwood University, Midland, MI, Bachelor of Business Administration (BBA) in Finance & Entrepreneurship, summa cum laude

Up Close

• Enjoys global travel, camping, hiking, fly fishing, and running
• Lives in Akron, OH
• Joined Sequoia in 2016