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 from understanding a client’s personal and financial situation, concerns, and aspirations.

It is truly rewarding to see a well-crafted and uniquely individualized financial strategy transform into reality over time. It is my goal to become a trusted advisor for our clients and their families. To that end, I am dedicated to unparalleled client service while working toward enriching lives and being the best partner for our clients in an ever-evolving financial landscape.