Trust and confidence are the most important factors to me in building relationships with my clients. I take pride in designing, implementing and monitoring a client’s progress through life’s many stages. I look at every situation as if it were my own to deliver an optimal plan for each client, designed to achieve their goals.
I focus on comprehensive planning strategies, specifically to rising young entrepreneurs, business owners and medical professionals. I provide advice on a broad range of financial areas including, but not limited to: wealth protection and management, retirement planning strategies, estate planning strategies, college planning strategies and group benefits.
Growing up active in athletics, I believe in the importance of continued personal and professional growth. Since I began my financial career, I have obtained the CERTIFIED FINANICAL PLANNER™ (CFP®) professional designation and strive to continue to expand my certifications for the benefit of the services I provide to my clients.
I grew up locally in Ballston Lake, NY. My wife, Jamie, and I currently reside in Clifton Park, NY with our daughter, Cameron, and son, Matthew. I volunteer my time with local non-profit and youth organizations throughout the Capital Region. In my free time, I enjoy fishing, golfing and spending time with my family.
FUN FACTS:
- Played professional baseball for the Chicago Cubs Organization
- Love to fish
- Born in Oklahoma City
For more information on working with a CERTIFIED FINANCIAL PLANNER™, please visit the links below.
Sequoia and its financial professionals do not provide tax or legal advice. Clients are reminded to seek counsel from their personal advisors regarding their specific circumstances.
CFP® and CERTIFIED FINANCIAL PLANNERTM 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.
The RICP® (Retirement Income Certified Professional®) designation is sought by financial services sales professionals whose focus includes clients planning for their retirement income. The designation’s required curriculum is administered by The American College in Bryn Mawr, PA, which is accredited by The Middle States Commission on Higher Education, Philadelphia, PA 19104. The mark RICP® is the property of The American College and may be used only by individuals who have successfully completed the initial and ongoing certification requirements for this designation. Complaints about a designee can be made by e-mail at [email protected]. or by calling 888-263-7265. To verify a designee, visit http://www.designationcheck.com.
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the FP’s receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors’ affiliate, Equitable Financial Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact Equitable [email protected]. Complaints about an Equitable Advisors FP should be directed to [email protected].
To verify that an FP has earned and holds the title in good standing, contact Equitable [email protected]. Complaints about an Equitable Advisors FP should be directed to [email protected]