Team Profile

Technology continues to impact the way we think, act, and respond to the world around us both personally and while engaging with clients. I am responsible for Sequoia’s technology strategy and oversight and I endlessly pursue solutions that help enrich the lives our clients and team, which is the heart of what we do. In addition, I oversee Sequoia’s Wealth Planning Department and work closely with the firm’s lead planners on technical details, such as the modeling, forecasting, and analysis of financial and estate plans while also helping to coordinate the implementation and oversight of wealth transfer strategies.

The interactive planning we conduct for clients allows us to provide even more value. When a client wants to directly explore, first-hand, multiple planning options, the Wealth Planning team is brought in to discuss the scenarios and analyze the projected effect on the spot.  This to gives our clients alternatives, on their terms, leaving them in control of their own independence and how they will ultimately provide for future generations.

Professional Accreditations & Education

  • CERTIFIED FINANCIAL PLANNER™
  • ACCREDITED ESTATE PLANNER® (AEP®) designation
  • 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