With over 30 years of experience in financial services and a unique combination of professional certifications, my approach begins with understanding each client’s circumstances, values and priorities. Whether I am working with families planning for retirement, guiding business owners contemplating succession planning, or developing wealth management strategies for corporate executives, my focus is on creating…

As a wealth advisor at Sequoia Financial Group, I bring over 30 years of experience to the firm. My breadth of industry knowledge, paired with an empathetic personality and ability to connect with people, one-on-one, gives my clients a feeling of confidence and consistency.

Over more than 30 years working in wealth management, I have spent time as a securities analyst, investment portfolio manager, a trust officer, and a wealth advisor. Regardless of the title or role, my passion has always been helping clients from all walks of life reach their unique financial goals. As a financial advisor, I…