At Sequoia Financial, we understand that every client is unique. Our dedicated team of financial professionals are here to provide trusted guidance, clear advice and thoughtful solutions. A well-versed staff with a wide range of certifications and credentials gives us the proper knowledge and resources to help you define and realize your version of financial success.
CPA, CFP®, CLU®, RICP®, CDFA®
SENIOR PARTNER
ChFC®, RICP®
SENIOR PARTNER
CFP®, ChFC®, CLU®
SENIOR PARTNER
ChFC®, RICP®
PARTNER
CFP®, RICP®, ChFC®
PARTNER
216
Combined Years of Experience
1.148
Billions of Dollars in Assets
(as of 7/27/2022)
42
Years of Serving Clients
