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