Team Profile

As Chief Technology Officer, I am charged with making decisions for the strategic direction of technology at Sequoia. Along with the execution of our tech strategy, I oversee the technology roadmap, budgeting, and planning. Fully understanding our clients’ needs and desires is paramount, and our technology strategy is reflective of that.

I work closely with our advisors and firm leadership to identify opportunities to improve operational efficiency, effectiveness, and impact on our client experience with the use of technology. I strive to add value by supporting relationship intelligence through technology which allows us to deliver more personalized services and make informed decisions that will increase the productivity of our team while helping clients achieve their financial goals. .

Professional Accreditations & Education

  • Certified Trust & Financial Advisor (CTFA)
  • Acquired the Series 66, The Uniform Combined State Law Examination (inactive)
  • Acquired Series 7 (inactive)
  • Graduate Certificate in estate planning & taxation from The American College
  • The American College, M.S.F.S, Master of Science in Financial services
  • The University of Akron, B.S. in finance, cum laude

Industry Involvement

  • Member of The National Association of Estate Planner & Council (NAEPC)
  • Has been published in the Journal of Financial Planning for his expertise in trust and estate planning
  • Member of the Accredited Estate Planner (AEP) Nomination Committee
  • Speaker at national Salesforce conferences and featured Salesforce Trailblazer including the following:
  • Dreamforce 11/2017 - Off the Grid
  • Wealth Management Basecamp Chicago IL 3/2018
  • World Tour NYC 4/2018
  • Transform Client Relationships with Salesforce 4/2018

Up Close

  • Volunteers for several local organizations including Montrose Zion United Methodist Church and Goodwill Industries of Akron, where he serves on the Board of Directors and Investment Committee
  • Was awarded with the Greater Akron Chamber’s 30 for the Future award for 2017
  • Has been published in the Journal of Financial Planning for his expertise in trust and estate planning
  • Enjoys spending time with family and friends, traveling, and sports
  • Lives with his wife and children in Fairlawn, Ohio
  • Joined Sequoia in 2007