As a wealth advisor at Sequoia Financial Group, I enjoy helping each client define what financial success looks like to them and building a plan to help them achieve their unique goals. My passion for client connection and pursuit of building life-long relationships are showcased through my open communication, thoughtful conversation, and focus on holistic…

As a Senior Vice President and Advisor Group Lead, I work with our advisors to provide them the support and resources needed to deliver comprehensive financial planning and asset management services to our clients. With nearly two decades’ experience in the financial services industry, it has been an honor to get to know my clients…