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 FINANCIAL PLANNER™
  • ACCREDITED ESTATE PLANNER® (AEP®)
  • 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
  • Speaker at national Salesforce conferences and featured Salesforce Trailblazer.
  • Member of Fidelity CIO Advisory Council
  • Member of Salesforce Financial Services Advisory Council

Up Close

  • Volunteers for several local organizations including Copley Athletic Association and Fairlawn Lutheran Church, where he is part of the Communications & Technology team and the Ministry Leadership Team.
  • 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 Copley, Ohio
  • Joined Sequoia in 2007