As a Senior Vice President, Wealth Advisor at Sequoia, I work with a wide variety of individuals, families, trustees, business owners and retirees to help them achieve their wealth management goals. Creating lasting relationships and earning the trust of my clients is extremely important to me as a financial advisor. With more than 18 years…

As a Senior Vice President, Advisor Group Lead, I work with a group of advisors and our clients to deliver creative, yet sensible wealth planning and investment solutions. I work with my team to focus on educating the client on their total financial picture and understanding the importance of proactive communication in ensuring a clear…

As an Associate, Financial Advisor, I work closely with a team of Managing Advisors; assisting with project management to provide leverage to their current and prospective client relationships. Clients can expect timely and efficient responses to their requests, open and consistent communication, and a genuine care for unique goals and objectives. My objective is to…

As a Vice President and financial advisor at Sequoia, I am committed to working with female executives and business owners – they have a ton of drive, passion and are extremely busy, and I am there to help them balance all the demands in their life. I stand alongside them in the trenches helping them…

As a Financial Advisor at Sequoia, my practice is centered around my clients. Instead of a formula to follow, I am empowered to serve as a guide, supporting you as you move through your life in pursuit of what matters most to you. You are more than a number, you are more than income and…