As a member of the Sequoia Financial Group, I strive to provide the highest level of service to my clients. I approach financial planning from a holistic standpoint, and provide advice, education, and recommendations to clients on a wide range of personal finance topics. These topics include wealth management, tax and estate planning strategies, insurance, college planning, debt management, and more.

I grew up in Southern California and played a variety of sports from an early age, eventually competing as high as division I baseball in college. After college, I worked in a number of different industries, including the Hollywood talent agency business, sports television production, and network television advertising sales. I believe that the values and skills I learned through sports and my prior work experience played a significant role in who I am today.

I recently obtained the CERTIFIED FINANCIAL PLANNER™ professional designation.  I believe that lifelong learning is an essential component to all professions, and I will continue to pursue other designations in the future.

I feel fortunate to be in a position to help people make decisions that will have lasting impacts for decades. I cherish the relationships I have with my clients and look forward to being an instrumental figure in their lives for years to come.

My wife, Lisa, and I currently live in Clifton Park, NY with our 3 kids – Alex, Lizzy, and Ben. When I’m not at work, I’m spending time with them, snowboarding, golfing, playing chess, hiking, and anything else that keeps me active.

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.