Team Profile

As a manager in Sequoia’s wealth planning department, I work with our advisors to develop uniquely strategic financial plans for clients. I understand the importance of maintaining a strong attention to detail whether it be listening to client needs, drafting their plan or providing ongoing support. I strive to continue expanding my knowledge in the specific areas of financial income planning and college planning which can hold tremendous value in the client’s financial picture. My goal is to create highly detailed, custom-tailored plans that help clients achieve their financial goals.

Professional Accreditations & Education

  • CERTIFIED FINANCIAL PLANNER™
  • Acquired Series 7 and 66 designations (inactive)
  • Life and Health Insurance Licensed (inactive)
  • University of Akron, bachelor of business administration, magna cum laude

Up Close

  • Enjoys traveling and playing co-ed sports
  • Lives in Akron, OH
  • Joined Sequoia in 2018