I am passionate about doing what’s right for my clients by reducing uncertainty when planning for their future, understanding my clients’ goals and providing them with creative and valuable solutions. Clients can expect that I will do my best to navigate the many avenues of financial planning as it relates to portfolio management, retirement, tax…

As a Wealth Advisor at Sequoia Financial Group, I bring a fresh perspective of the ever-changing financial industry to help individuals achieve their financial objectives. My breadth and depth of financial knowledge is paired with a relentless pursuit of exceeding clients’ expectations. I have also been very involved in the Financial Planning Association of Northeast…