Sequoia Financial Group strongly believes that financial planning should revolve solely around you. Our mission is to help you get what you want out of life. And we’re passionate about it.

Consulting

Sequoia Financial Group

Sequoia Financial Group's headquarters in Akron, OH, United States

The Hastings office specializes in wealth management, tax services, and organizational development for clients in Minnesota.

Hastings

The St Clair Shores office focuses on wealth management and client engagement, serving private clients with tailored financial strategies.

St Clair Shores

Tom Haught

Annie Mccauley

Nick Zamparelli

Tracy Nida

Michael Marhofer

Brad Kelley

John Ostrand

Kevin Tichnell

Justin Stets

Charlie Lawson

Kelly Irvine

Norm Cook

Thomas Farrell

Chris Thom

Gerry Knotek

Trevor Chuna

Matthew Teetor

This department specializes in guiding clients through wealth management and planning strategies to meet their financial goals.

Wealth Advisory

This department focuses on high-level strategic planning, corporate governance, and guiding the overall direction of the organization.

Executive Leadership

The Client Services team at Sequoia Financial Group is dedicated to ensuring a seamless and personalized experience for clients. Comprising roles like SVP & Wealth Advisor and Associate Director, Client Service, the team collaborates to understand clients' unique financial goals, provide tailored advice, and maintain the highest standards of client support and satisfaction. Their focus is to help clients realize their life ambitions through expert financial planning and exceptional service.

Client Services

This department focuses on delivering technology solutions, support services, and research analysis to enhance operational efficiency.

Technology and Support

This department focuses on enhancing customer satisfaction and managing interactions throughout the client lifecycle.

Client Experience

This department provides guidance and support in personal and business financial matters.

Sequoia Financial Group

Org chart

Board & advisors

Teams

Wealth Advisory

Executive Leadership

Client Services

Technology and Support

Client Experience

Financial Services

Offices

Sequoia Financial Group

Org chart

Board & advisors

Teams

Wealth Advisory

Executive Leadership

Client Services

Technology and Support

Client Experience

Financial Services

Offices

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