Team Profile

As a Senior Associate 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