Team Profile
As an Associate in our Family Wealth department, I strive to create an opportunity to learn collectively alongside clients about their current and prospective wellbeing. As I work to develop relationships with my clients, together we are able to conquer necessary discussions about the health of their personal and financial future. I often utilize the insights and perspectives of my Sequoia teammates when unique situations arise. Together, we are able to draft strategic financial plans for individual clients and business owners to address their specific needs.
As a youthful advisor, I am highly focused on gaining insight and perspective from senior advisors within Sequoia. I bring a disciplined, fresh perspective to each client interaction. Ultimately, I 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 traveling, camping, bird and deer hunting, fly fishing, and running
- Is a certified advanced open water scuba diver
- Lives in Fairlawn, OH
- Joined Sequoia in 2016