The most rewarding aspect of my job is knowing that every day I have the opportunity to make a positive impact on the lives of Sequoia’s clients. From portfolio management to comprehensive financial planning, I am constantly driven by a passion for helping clients reach their financial goals. Furthermore, I firmly believe that my responsibility…

As a seasoned financial advisor I am dedicated to helping individuals, business owners and their family members make better financial decisions through conversations, education and planning. With more than 20 years of experience in the financial industry, you can expect a calm confidence, relatability and superior listening skills. My goal is to be a trusted…

As Vice President and financial advisor at Sequoia, I work with a variety of individuals, families and organizations to help them achieve their financial goals. I strive to provide clients with a well-reasoned and disciplined investment approach, built around their risk tolerance and investment objectives. My mission is to become a trusted advisor for each…

With more than 20 years of industry experience, my clients include many different individuals, physicians and business owners and I work with them to meet and exceed their financial goals. I’ve also assisted in developing and updating firm procedures to streamline processes for an overall better client experience. My clients can expect clear and reliable…

I joined Sequoia with more than 26 years of experience working with individuals, families and professionals towards the achievement of their life planning goals. I work with clients to plan for the transition into retirement, college for children, and guiding them through unexpected life events such as death, disability or divorce. My client relationships are…

As an advisor at Sequoia I have the privilege of working with many corporate executives and entrepreneurs. Together with our team at Sequoia, I focus on the creation and implementation of customized wealth plans, that allow for our clients to achieve their lifetime and legacy goals. I am honored to build lasting relationships that result…

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…