As Chief Strategy & Acquisitions Officer, I lead Merger & Acquisition initiatives, overseeing sourcing and deal structuring as our firm continues to grow.

With more than two decades of experience in the Financial Services industry, I’ve gained practical knowledge by serving in multiple roles. I use that experience in leading a number of strategic growth initiatives for our firm. I believe in the strong firm infrastructure Sequoia has developed over the years including technology, technical depth and the next generation of financial advisors that will help the firm guide clients in the coming decades.

What I enjoy most is developing unique solutions that strive to create win/win solutions for all parties. I feel strongly that when someone assembles a team of individuals who are willing to put aside their egos for the best interests of the client – everyone wins. I believe that in today’s market there is a shortage of talented advisors and the firm that can attract and retain the strongest team will ultimately provide the best service to their clients. I am proud and humbled to be able to serve Sequoia in leading these areas of growth for our firm.